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


To: Craig Freeman who wrote (4420)1/23/1999 1:34:00 AM
From: StockMarketMaven  Read Replies (3) | Respond to of 60323
 
SNDK shares have almost doubled since the beginning of the year.
Don't you think good earnings has already been factored in the stock?
Could drop even after good earnings annoucement...could be a classic
case of buy on the rumor, sell on the news...

What does everyone think?



To: Craig Freeman who wrote (4420)1/23/1999 3:32:00 AM
From: Ausdauer  Respond to of 60323
 
Craig,

Guess we should sell SNDK before 2025 in that case.

Ausdauer
(24)



To: Craig Freeman who wrote (4420)1/23/1999 6:24:00 AM
From: Mats Ericsson  Read Replies (1) | Respond to of 60323
 
Your imagination in nanomechanics is ok,
but no consumer app's in marketplace in few years...

First you are going to see medical etc special applications.

And who says that making silicon wafer for memory and
editing nanomechanical devices are so different? It's made out of
silicon in very same fabrication: masking, etching process..

I mean do we know what is sndk's own agenda for future?

(nanomechanics can put wheels, pumps and motors and steeringwheel side the memorychip or anything.)

I trust the sndk's boys are brighter there than we are here.



To: Craig Freeman who wrote (4420)1/23/1999 10:08:00 AM
From: limtex  Respond to of 60323
 
CF -

I'm surprised at you. By your self same logic the demand for storage will also increase.

On what? well first lets have movies and video and if that doesn't do it for SNDK in terms of huge requirement then lets have everything in virtual reality and 3-D. Now that'll use up a bit of capacity.

Best regards,

L



To: Craig Freeman who wrote (4420)1/23/1999 12:17:00 PM
From: Tumbleweed  Read Replies (1) | Respond to of 60323
 
Re 'Project this trend'

Project this trend for another 25 years and we'll have 2,000GB "nanomachine"
drives costing ~$5. That's enough capacity to store 15,000 MP3 albums plus
several hundred thousand multi-megapixel photos. It's hard to imagine having a need
for a second memory card when you still have enough unused storage for another
dozen lifetimes!


I think you forgot to project the trend for things that increase storage requirements at the same time. No doubt, in 25 years time, just one picture on your 100 megabyte digital camera with 128-bit colour wouldnt fit on the largest CF card you could buy today. Remember that 386 witha 20Mb drive you did all your work on 5 years ago? You probably couldn't install even Word help in 20Mb these days.

JoeC



To: Craig Freeman who wrote (4420)1/23/1999 1:45:00 PM
From: Walter Morton  Respond to of 60323
 
Good point about capacity, but inflation may have an affect on price.