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

To: Binx Bolling who wrote (3094)	5/22/1998 4:14:00 PM
From: limtex	Respond to of 60323

Jim - thats what I would have thought. In fact as a QCOM supporter I was a bit nonplused by a deal with NOK.A but I have to admit that NOK.A equipment is very good and has loads of features that I haven't seen commonly on mobile phones in the US. but under the section " Dependence on Emerging Markets and New Products" the 10Q states " The Company does not expect to generate material revenues from MMC sales in 1998." They presumably have to share income with Siemens and maybe that has something to do with the comment or it could be that they don't expect any quantity this year. Its becomeing obviuos that there are important manufacturing constraints for the company's products. Hopefully for those of the competition as well. Anyway thank gooodness we got past today without getting any worse. L