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


To: Ausdauer who wrote (3995)11/28/1998 2:44:00 PM
From: Don Hess  Read Replies (1) | Respond to of 60323
 
Ausdauer & thread:

This season will answer a very interesting question, not just for CF cards but for a great number of consumer products: at this point in our technical evolution, is is more advantageous to be on a store shelf, or easily accessible via the Web?

I guess the market has shown us recently that many (AMZN, Ebay, BAMM, etc) think the 'net is here, and sales will follow. I'm not sure I agree yet. I know it sounds fuddy-duddy, but maybe we're one or two Xmases away still from the 'net being a better venue than the store shelf.

My guess (and my money, too) is on the bet that when the dust clears in January, stocks like those mentioned above will wither, and there will be a nice surprise for stocks like SNDK. Of course, I could be laughably wrong, time will tell. But for now, I think being on 90% of store shelves is a better deal than even the coolest web page.

- Don



To: Ausdauer who wrote (3995)11/29/1998 1:49:00 AM
From: Craig Freeman  Read Replies (2) | Respond to of 60323
 
Anyone want a CF to PCMCIA adaptor for $39?

aimnet.com

The actual manufacturer (Greystone Peripherals) also makes a CF-to-Parallel Port adaptor and other interesting goodies:

grystone.com

Craig



To: Ausdauer who wrote (3995)11/30/1998 10:39:00 AM
From: Rich Miani  Read Replies (1) | Respond to of 60323
 
Re: Is this the season
> I am hoping for
> alot of impulse buys at the counters.
Aus,
I plan to do my part, purchasing a DC, some CF, etc. this week,
hopefully before my wife delivers :-)

Also, re: is this the season ... fwiw, I've heard some of my non-techie/non-gadget-guy friends discussing possible DC purchases. That's a far cry from last year, when (IMHO) it was viewed as more of a novelty/gadget than an everyday, useful camera ... and as per Merrill's SNDK research report, SNDK ain't going anywhere until the DC market takes off.

long sndk.....



To: Ausdauer who wrote (3995)12/2/1998 6:18:00 PM
From: limtex  Read Replies (1) | Respond to of 60323
 
Aus -

1. We have to assume that support of retailers will be mutual and that therefore the retailers know what they are doing and somehow are competing with web sales.

2. Presumably some of these retailers also have their own web sales so there may be some claw back there.

3. Hopefully SNDK discussed this strategy with the retailers and we have to assume that they took the oposing web sales into account before comiting to the present policy.

Regards,

L



To: Ausdauer who wrote (3995)12/6/1998 1:28:00 PM
From: Mats Ericsson  Respond to of 60323
 
Long on Sandisk at any 'level'.

Nokias CEO Jorma Ollila has
announced that smartphones
(just one Sandisk target mkt)
is selling more than laptop-pc's
year 2000.

Sandisk is traded by
semiconductor-industry so,

( ' soxx-index ')

keep an eye on ADI,AMD,NSM, etc.
If semis doubletop finally Sandisk does too, but meanwhile
sndk is the most volatile and the best.