Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lkj who wrote (4246)	1/11/1999 11:22:00 AM
From: Ausdauer	Respond to of 60323

lkj, I think that you are going to see alot of players out in the market and the barrier to entry seems negligible. For SNDK longs the issue is whether CF or MMC will become a recording standard like the reel-to-reel, 8 track tape, cassette tape and CD before them. The maximum capacity of SmartMedia and MMC must be comparable and I trust that production costs will be nearly the same. Ausdauer

To: lkj who wrote (4246)	1/11/1999 4:34:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

IBD article today on the "boom and bust"cycle of the storage industry. SanDisk is mentioned twice in this brief piece which offered a broad view of storage technology. Companies highlighted (?) in the tabular summary included: Network Appliance EMC Overland Data C Cube Maxtor Rimage Dataram Microchip Tech Storage Technology Smart Modular Tech Advanced Digital Info Drexler Technology Procom Technology Intevac Mylex Komag Seagate SanDisk Quantum Iomega HMT Technology Hutchinson Technology Tead Rite Western Digital Imation All of these companies have had improved relative strength though many (like SanDisk) have disappointing EPS rankings. The companies are listed by overall IBD merits (EPS and recent price strength), not market cap or total revenues or industry niche. Ausdauer (14 3/4)