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

To: Marc Phelan who wrote (3194)	6/9/1998 2:14:00 PM
From: Ausdauer	Respond to of 60323

Thread, Visited CompUSA yesterday and they have aggresively expanded their line of camera. Also saw the LG Phenom palmtop which has a CompactFlash port. They had PNY, Viking and SanDisk CF cards. Only the 48 MB SanDisk cards were on the shelf. Viking was sold out in the 16 MB card which is tagged at 119.99. The PNY cards were in a variety of sizes and were available. Store salesperson said that sales were good. Mavica remains popular despite the low resolution. Got an sense that sales were up and the sales person was certainly upbeat.

To: Marc Phelan who wrote (3194)	6/9/1998 3:53:00 PM
From: Rex Dwyer	Read Replies (1) \| Respond to of 60323

Just loaded up on my semiconductor stocks, especially SNDK. This is the end of the downturn I think... Good article, thanks for the reference. Can someone verify that the Smart Media is limited in capacity as compared to CompactFlash? Rex $17 11/16

To: Marc Phelan who wrote (3194)	6/10/1998 12:45:00 AM
From: dumbmoney	Respond to of 60323

Wow, that is an awesome endorsement by a competitor!! But two established markets for solid-state storage that Moran is not targeting are mobile computers-handheld PCs and personal digital assistants-and digital photography. "We could compete against SanDisk and Intel and Toshiba, who currently serve those markets," he said, "but we prefer to compete in other areas." That may be because, on one hand he's their customer; on the other, their competitor. But since he's not in the PDA or digital camera markets, he's apparently unafraid to predict the for-tunes of their offerings there. "Intel's Miniature Card will die without more design-wins," he said. "You can't survive with less than ten percent of the market, which is what they have. You need 50-60 percent. Toshiba's SSFDC is limited in storage capacity, and though it's popular in Japan it's not seen much in U.S. design-wins. I have no doubt that SanDisk will be the survivor."