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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (5269)	1/16/1999 11:29:00 PM
From: Sam	Respond to of 9256

Stitch, Well, you seem to constantly pick companies that I follow. I have a couple thousand shares of SNDK, bought it a couple of times over the past 3 years or so, most recently just a couple of months ago. The stock has made a monster move over the past month or two, following semi stocks generally, just as it followed them down down down. Got to below book, in fact, last Oct. Way way oversold. The reason I got into them in the first place was SEG's involvement. The reason I stay is that they have a strong patent portfolio that is court tested, and are getting royalties from almost all of the big Asian flash companies (Samsung, Toshiba, Hitachi, et al). They also feel confident enough that their patents can't be engineered around that they charge more than the standard royalty (forget what that is, offhand, though--used to know these back when I still had a memory). I haven't spoken with the company recently, but my guess is that this latest surge has something to do with their MMC chip, announced last year with their partner Siemens, which will go into cell phones, and represents a huge opportunity for them. If I am correct about that (I am only speculating here), then the stock will keep going up, I think, to new highs sometime in the next 6 months, stable market and semi prices permitting. Of course, it could also be due to yet another opportunity that I haven't thought about, and will be announced when the announce earnings. I think that this company could possibly become a major company in the ripeness of time if they are lucky and diligent enough. At least that is how I play it--I am holding my shares for at least several more years. Best, Sam

To: Stitch who wrote (5269)	1/16/1999 11:48:00 PM
From: Yogi - Paul	Respond to of 9256

Thread, Stitch, Interesting slides from WTEC workshop -- Requirements/enabling technologies-- itri.loyola.edu Start of slide presentation-- itri.loyola.edu <<One thing emerges in this thinking is that flash memory should see rising demand, if in fact, we are headed to specialised, smaller, computing devices. This is likely to involve a diminution of storage capacity demand at the device level and most certainly a demand for lower cost, smaller size, and lower power dissipation. Joila! The solid state memory device sometimes called flash disk? Oui?>> IBM is projecting a mobile, handheld device with 10-100 terrabytes of capacity. I've been trying to find a research project with that kind of physical potential for quite some time. <<. But the era of PC dominance may be nearing an end, as the explosive growth in users -- and uses -- of the Internet expands device requirements well beyond the design point of the general-purpose PC.">> IBM calls the concept "pervasive Computing" or "deep computing". Desktop dead or dying but everything becomes a computer like device with connectivity to "the network". Ovens, refrigerators, coke bottles, you name it--- all connected to "the network". Interesting starting point for an introduction to pervasive computing-- research.ibm.com Yogi

To: Stitch who wrote (5269)	1/16/1999 11:50:00 PM
From: La Traguhs	Read Replies (2) \| Respond to of 9256

Stitch, First of all, you apparently don't think SEG has room for stock price improvement since you got out. Since I've been absent, I may have missed your reasoning. Remember when you an I both got out of KMAG a bit prematurely, to say the least. I ask 'cause I'm still in SEG after getting in for a "taste" a few months ago. You observations about SanDisk are right on. They have a 60 to 70% market share in flash and are successful lately convincing camera and PDA folks to switch from Toshiba's SmartCard to their CompactFlash. Remember that the IBM microdrive fits the CompactFlash space, so they're a believer. Now if only we were this smart six months ago. I'm looking very close at SanDisk right now and might get involved. I've got a bit more research to do. I'll compare notes with you. Regards, LT

To: Stitch who wrote (5269)	1/17/1999 12:14:00 PM
From: Frodo Baxter	Read Replies (2) \| Respond to of 9256

This is for our favorite day-trader, Stitch. forbes.com

To: Stitch who wrote (5269)	1/18/1999 3:45:00 AM
From: Z Analyzer	Respond to of 9256

Several MTI concerns: -First someone mentioned that a significant portion of their revenue is from being a reseller. Means their array business is more expensive. -Disk/trend is talking fairly modest industry revenue growth. Does that mean that margins and P/Es are going to come under presure? Sounds somewhat like the earlier days of the disk drive industry which were followed by decling margins, consolidation and players dropping out of the business. I don't understand the software part of this business. Does EMCs market share lead to dominance or are we talking about somewhat of a commodity where EMC has just executed very well so far? What keeps IBM from coming back in this very lucrative business? If I had provided any answers at all, I could say I have raised more questions than answers. Z