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

To: David W. Tucker who wrote (5056)	3/12/1999 6:02:00 PM
From: Tom Gebing	Read Replies (2) \| Respond to of 60323

From Briefing.com.......SanDisk Corp. (SNDK) 36 5/8 +2 1/8: First Union Capital Markets maintains "buy" rating on designer and marketer of flash memory data storage products but raises earnings estimates due to attractive pricing on digital cameras; raises FY99 EPS estimate from $0.70 to $0.74 and FY00 EPS from $0.95 to $1.05; ups price target from $35 to $42.....

To: David W. Tucker who wrote (5056)	3/13/1999 2:27:00 AM
From: Don Hess	Read Replies (2) \| Respond to of 60323

David - You write: "I wonder how we would be doing if the rest of the market wasn't down today." How many times I have wondered this myself, on other days. I think I can no longer count on one hand the recent SNDK glory days that occured on an awful day for the broader market. Whatever, a nice happy weekend gift. - Don

To: David W. Tucker who wrote (5056)	3/14/1999 7:53:00 AM
From: Ausdauer	Respond to of 60323

David and Thread, A lot of tantalizing conjecture here this weekend. I think SanDisk hopes to crush Lexar rather than combining forces. Seems to be a lot of bad vibes there. If Lexar goes public it would be interesting to see what kind of price they could fetch. With the lawsuit hanging over their heads it seems unlikely that they would venture out with an IPO. I think they are at a huge disadvantage given the falling prices of solid state memory in general. SNDK can always fall back somewhat on licensing revenues and use them as a cushion until prices firm up. Also, Eli mentioned the planned progression to higher bit cards and 0.18 micron architecture, then copper. Does Lexar have enough cash flow to fund such technological advances? If anything, I hope they (SNDK management) hire Lexar's PR people. They seem to be outstanding. Ausdauer