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

To: Sam who wrote (5418)	4/14/1999 10:09:00 PM
From: Ausdauer	Read Replies (5) \| Respond to of 60323

Sam, As is my nature, I heard alot of good things in the c.c. ¤ product gross margins increase despite falling ASP's ¤ positive cash flow with 10.7 million in new "investments" ¤ beautiful balance sheet with $145 million in cash ¤ record revenues in a seasonably weak quarter ¤ MMC moving out the door ¤ the Microsoft alliance (SmartMedia cannot compete due to lack of encryption technology) ¤ Sony has no in-house flash memory capabilities and uses SNDK technology (in part) ¤ mp3 enabled Windows CE devices will be the "killer app" for flash memory ¤ Outsourcing to continue in China and Taiwan (but may weigh down Q2 performance) and last, but not least... ¤ LEXAR LOST THE INITIAL JUDGE'S RULING AND SETTLEMENT DISCUSSIONS WITH AN OMBUDSMAN WILL PROCEDE UNLESS LEXAR DESIRES TO PROTRACT THE SUIT WITH A TRIAL AND CONTINUING LEGAL COSTS. I think we will go up tomorrow, or at least in the near term. We may see weakness Q2 depending on the Street's interpretation of emerging market demand, competitor's successes and financing of production/outsourcing investments abroad. Ausdauer