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

To: Ausdauer who wrote (3422)	7/1/1998 6:39:00 AM
From: limtex	Read Replies (1) \| Respond to of 60323

Aus - Here is a link to a post on FLSHF and relates to Atmel. Looks like parts of the chip business are getting considerably worse. On the other hand the SNDK announcement re Phillips before Elis bombshell and yesterdays Dictaphone look like good ideas if there are going to package an SNDK product with each of their respective sales. If that were to happen with NOK.A and QCOM phones and MMCs then SNDK prospects would really improve but they have got to get on with it asap or other Vikings or Lexars or even worse Hitachis will get in on the act. L

To: Ausdauer who wrote (3422)	7/1/1998 11:30:00 AM
From: kash johal	Read Replies (4) \| Respond to of 60323

They can not succeed in the retail commodity market IMHO. If all they have are royalties thats great, but that's not where they are going.. They certainly could cut back and operate like a cash cow (like a software company) for a while and do R&D. But they don't want to do that. They want to play with the big boys - it's a bad strategy IMHO. If they just focussed on creating next generation products and lived on royalties they would be much better off and a good investment. They should focus on what they do well and leave the boards,modules, silicon etc to the folks who do that well. Regards, Kash