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

To: Rich Miani who wrote (4176)	12/30/1998 7:33:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Rich, The points you make are exactly those problems that came to my mind. Nonetheless, there has been two write-ups in IBD within the last 2 or 3 weeks and I think that this technology is exciting. I am having a harder time finding an angle into this market. Will it be something that a big semiconductor company will gobble up or will there be smaller companies that prosper? I was reading a press release from Atmel that states that they are well positioned in this are because their IP covers such a wide range of technologies that they can put it all together in house. I suspect many companies feel the same way. A new thread titled "smart cards" has been created and perhaps we can branch out a discussion there. Subject 24564 Ausdauer