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

To: TimC who wrote (3885)	11/6/1998 7:22:00 PM
From: Randy Ellingson	Respond to of 60323

Just began thinking about SanDisk as a possible investment. My style is ideally buy and hold, but I'll sell when it's clear a mistake has been made. Given that, SanDisk looks at first viewing like they may be well-positioned to thrive as the leader of the flash memory market (possibly in a way similar to Iomega's market share of removable media). I presume however that CompactFlash has competition with which I am not familiar. Who else has products used in consumer devices? Or who else has designs to enter that market? Back to Iomega, is there any reason that flash memory can't come down in price to that of the Zip technology (what is that, magnetic media, right?)? And how does data access and transfer speed compare to that of the magnetic media? How about apparent ease of density ramping -- how does flash compare to competing technologies? And lastly, what really went wrong for SanDisk this past year? It appears they did not have a great year, with revenues declining for Q3 vs year ago? Increasing shipments but decreasing revenues -- who's eating into their margins, or what else is wrong? Thanks for any thoughts. I'll have to read back on the thread as well. Randy