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

To: Don Hess who wrote (4966)	3/5/1999 7:45:00 PM
From: limtex	Respond to of 60323

Don and Aus and all - Don I think you missed the big reason for the pop and I don't think it is mainly due to CF. In fact I think its the MMC chip. Sure CF is big and getting much bigger. But it is now clear that there are going to be a whole bunch of new phones whether G3 or otherwise that are going to tkae data/fax/e-mail/video etc and these need the MMC chip. The mobile phone business is now probably second to armaments/oil in world business. The growth is phenomenal and almost unlimited as is the scope for new services and products. My guess is that Siemens has something to do with this share price rise and that the MMC chip is about to take off publicly. Now as for MP3 has anyone got any firm info on which MP3 players thre are and or are expected soon and which use CF. Also what about the new CE color palmtops being used by schoolkids and when the teachers aren't looking they can plug in an earpiece and start listening to music in class!!! Sounds fascetious but I'm not joking. Anything goes where kids are concerned and they have unlimited budgets. Best regards to all, L

To: Don Hess who wrote (4966)	3/5/1999 8:06:00 PM
From: OrionX	Read Replies (3) \| Respond to of 60323

Don, and of course all readers, I totally acknowledge the market changes, increased opportunities with MMC and mp3 (man, two years ago I thought digital cameras were going to rocket this company to the moon as soon as the megapixels would be mainstream. Well, they are here, but the last qtr hasn't been a ticket to the moon) however, we know that memory prices have been and are still falling. Hence, last qtr's revenues were not significant given the increased MB sold and earnings were down from last year. Taking all the potential this company has in my limited view (I don't have inside info) we need to have a major earnings outcome this qtr or even $20/sh will look great. I'm still hoping SNDK really kicks in the afterburners this qtr as I have for the past few years. However, I have to concede to reality and not to personal wishes. The future of this company is as much in the hands of the people at Sandisk as it it at the mercy of the open market and world economics. I have finally and humbly come to realize the latter can easily overcome the efforts of the former no matter how ambitious. Good luck to all. PS. Don, if you really held shares you bought near $40 all the way down to $5, then I hold my hat off to you sir! Nothing can ever scare you and make you part from your shares.

To: Don Hess who wrote (4966)	3/6/1999 7:24:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Don, Thanks for the update. Why did you sell? Ausdauer (30 7/8)

To: Don Hess who wrote (4966)	3/6/1999 10:27:00 AM
From: Sam	Respond to of 60323

Don, Limtex, all, FWIW, when the stock blew past 30 a year and a half ago, I said on this thread that it got ahead of itself. And at 40, I thought it was seriously overvalued. And last fall, I said it was seriously undervalued. Even so, I held the stock all the up and all the way down, averaging down in single digits. I think at this time, 25-35 is a reasonable range for the stock, given its track record, risks and potential rewards. Digital photography is a reality, and revenue from MMC should begin soon. Next year, it may well take off. MP3 only came onto my radar screen recently, but it too could be a winner. This will be a tricky transition period, though (aren't they all?), as SNDK tries to balance the inevitable (and necessary) sharp drops in price with greater productivity and volume. How well they do that, and how well they defend and expand their patent portfolio will determine how well the stock will do. IMHO.