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

To: Craig Freeman who wrote (3140)	5/29/1998 6:07:00 PM
From: Ausdauer	Respond to of 60323

Craig, I am just trying to be a devil's advocate here. I hope that the Lexar lawsuit is settled favorably and the other bootleggers fall like dominos. There would be a big windfall from back-revenues to SanDisk. Then, the stock jumps up. Second quarter revenues then follow and are at or above estimates. Some major investment firm announces a "strong buy" rating. Strong third and fourth quarter sales propel the stock higher. Royalties from MMC start pouring in. CompactFlash takes off like gangbusters. And all of a sudden we are back at $40 per share. That would be my dream. Good Luck to All.

To: Craig Freeman who wrote (3140)	5/29/1998 10:16:00 PM
From: Ausdauer	Respond to of 60323

SanDisk is not involved in resale of their CF cards. That is to say, they have their own product line which goes head to head with the other companies I mentioned. Additionally, they produce cards for some of the digital camera manufacturers such as Kodak and Casio. So far I have learned through my own research that the following companies obtain CF cards from various manufacturers... Lexar Media-------------> Lexar Media Simple Technology-------> Lexar Media Microtech----------------> Hitachi PNY Technologies-------> ??? Viking Components------> ??? Can someone please help me fill in the question marks. It is possible that PNY and Viking receive their cards from someone who pays royalties to SNDK. In that case I am afraid I screamed "the sky is falling" a bit too soon.