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

To: Will Lyons who wrote (3887)	11/8/1998 7:46:00 AM
From: TimC	Respond to of 60323

An analyst upgrade from "Buy" to "Strong Buy" at this time would be extremely helpful.

To: Will Lyons who wrote (3887)	11/8/1998 9:30:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Will, First, the CF card has blown all competitiors out of the market. The products from Intel, Iomega and, more recently, SmartMedia, will be history soon. IBM has entered the market with the MicroDrive which defeats the entire purpose of solid state engineering...moving parts. The CEO of SanDisk does not see this as a threat (it does not fit currently into CompactFlash slots and it has a significant power consumption problem which limits its use in portable computing.) The lawsuit is a shadow looming large over the stock. If SanDisk wins it may drastically increase its already generous licensing revenue stream. If it loses, it has to slug it out with the myriad of "copy cat" card producers which have bootlegged SanDisk's intellectual property. I think card prices are reasonable now. If you can afford a digital camera, then you can afford a CompactFlash card. Prices have fallen significantly since their introduction to the retail market. I personally don't feel SanDisk would ever pull out of the market and just collect royalties. The market moves just too fast and products could become obsolete. Likewise, many of the licensing arrangements wane over time, perhaps over a 5 or 8 year window and would doom the company to long term failure. TomWill, First, the CF card has blown all competitiors out of the market. The products from Intel, Iomega and, more recently, SmartMedia, will be history soon. IBM has entered the market with the MicroDrive which defeats the entire purpose of solid state engineering...moving parts. The CEO of SanDisk does not see this as a threat (it does not fit currently into CompactFlash slots and it has a significant power consumption problem which limits its use in portable computing.) The lawsuit is a shadow looming large over the stock. If SanDisk wins it may drastically increase its already generous licensing revenue stream. If it loses, it has to slug it out with the myriad of "copy cat" card producers which have bootlegged SanDisk's intellectual property. I think card prices are reasonable now. If you can afford a digital camera, then you can afford a CompactFlash card. Prices have fallen significantly since their introduction to the retail market. I personally don't feel SanDisk would ever pull out of the market and just collect royalties. The market moves just too fast and products could become obsolete. Likewise, many of the licensing arrangements wane over time, perhaps over a 5 or 8 year window and would doom the company to long term failure. Ausdauer