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: Jim Greif who wrote (5407)	4/15/1999 12:39:00 AM
From: cmchang	Read Replies (1) \| Respond to of 60323

I hope you and Jason are right. I did not think the report was stellar plus the press sure picked it apart. I hope I'm wrong. Either way, I'm long on sndk. I see more benefit from Sandisk's memory solution for cellphones. That's real volume with a customer base that is less cost sensitive. (ie. I need it, I can expense it) Moving mfg. oversees should also help. (good planning) I don't see enough beef in the MS relation. Personally, I hope the MP3 crushes those types of efforts and forces the record companies to charge reasonable margins. The net changes the rules and brings on new world order. Adapt or else. Good luck to all longs, -Carlos