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

To: kash johal who wrote (3434)	7/1/1998 8:26:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Kash, I am not sure we disagree on every point. I, too, have doubts about SNDK's ability to manufacture CF at a reasonable profit. My question to you is whether you believe that they want to dominate in the manufacture and sales of CF cards and, at the same time, whittle down the cash flow and high margins afforded by royalty revenue streams. What do you perceive as the reason for the CFA existing? Just trying to pick your brain. Additionally, what is your position on SNDK-- just to set the record straight. Ausdauer