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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (2742)	4/4/1998 4:25:00 AM
From: Jerome Wittamer	Read Replies (1) \| Respond to of 60323

Thanks a lot limtex, you're definitely the one man on the thread who makes his homework. I must confess I did not yet have the time to read the 10Q. I don't know the website named Simple, do you have the address? However I do know that Simple Technology makes ATA flash cards for D-Cams. looks to me like we are 50:50 with Smart Media and also a bunch of download straight from the camera. In my opinion you are totally right, at least from a European point of view. IMHO this is not a serious issue as this has been the case for some time (+/- 8 months) and now the landscape is changing... For the casual observer though it looks like if you want the bigger pixel equipment then you need a bigger d-film and that looks like our 32Mbt card and the competition are out!!! Indeed only SNDK can provide Mega-pixel D-camera makers with high capacity cards. Toshiba knows this, expect a response from their side. The good point is that once again SNDK is ahead of the pack. Do you guys see how SanDisk has difficulties goind down much below 23 1/2 and above 25 1/2? You call that a "trading range", right? Well now look at the length of this range : Feb 25 - April 3. A larger trading range is 20-25 from Jan 1 to April 3. The next two weeks will be interesting. No much downside in sight but if bad earnings. The base is already quite long...the upward move should be consistent and last months. JMHU - Any comments?