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

To: Art Bechhoefer who wrote (5658)	5/7/1999 3:12:00 PM
From: Sam	Read Replies (1) \| Respond to of 60323

<<In any event, I think the market for flash memory is now becoming better defined, partly because of digital cameras and partly because of MP3. So in the future, I would expect to see SNDK reflect less and less the fortunes of the semiconductor group as a whole.>> I agree with that. At some point in the next 12-24 months, I think SNDK may report a blowout quarter or two (I'm assuming here that volumes will completely overshadow falling ASPs). When that happens, then the stock will go parabolic for real, and flash will finally be its own category, separate from drives and chips. I hope that all of us who suffered the drop last summer/fall are here for it. Best wishes, Sam