Sandisk - 500 Beiträge pro Seite

[ruebezahl]

In USA steht Sandisk kurz vor 100 $ und in Deutschland bekommt das wieder keiner mit! Die Geschäfte auf der CEBIT scheinen ja ganz gut zu laufen. Haben da übrigens einen Stand mit SCM zusammen. War zwar nicht viel los, aber man hat mal gesehen, mit wem Sandisk zusammenarbeitet. Sind die ganzen großen.

[ruebezahl]

SanDisk Names Frank Calderoni Chief Financial Officer and Senior
Vice <SNDK.O>


SanDisk Names Frank Calderoni Chief Financial
Officer and Senior Vice President, Finance and Administration;
Calderoni Leaves Vice President Post At IBM

SUNNYVALE, Calif.--(BUSINESS WIRE)--March 1, 2000--SanDisk
Corporation (Nasdaq:SNDK) today announced the appointment of Frank A.
Calderoni as chief financial officer and senior vice president,
finance and administration. Calderoni, who will report to Eli Harari,
SanDisk CEO and president, was formerly vice president, finance &
operations, global small business, international business machines
(IBM Corp). The appointment is effective today.
Calderoni replaces Cindy Burgdorf. Burgdorf, who joined SanDisk
in 1994, announced last year that she wanted to retire to spend more
time with her husband and three young daughters.
Harari said, "Frank`s appointment comes at a critical time for
SanDisk, as growth in our target markets is accelerating, fueling
strong demand for our products. Frank brings to SanDisk`s executive
management team a wealth of financial and operational experience in
large scale businesses.
"Frank is taking over a solid finance and administration team and
a superb balance sheet, the legacy of Cindy Burgdorf`s leadership.
Over these past six years, Cindy has guided SanDisk through our IPO
and two subsequent secondary financings. She has graciously and
patiently postponed her retirement until Frank came on board. We will
miss her and wish her all the best."
A resident of San Jose, Calderoni held several high level
financial and management positions during his 20 years at IBM. Most
recently he was controller of IBM`s storage systems division, a
multi-billion dollar international storage products division. His
earlier positions included controller of IBM`s server group, director
of finance and planning in the system 390 division and site controller
in the large scale computing division.
Calderoni, who holds a Master of Business Administration degree
from Pace University, formerly sat on the board of directors of two
companies - Storage Products Thailand, Inc., and Hailiang Storage
Products Co., Ltd.
SanDisk Corporation, the world`s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale.
The matters discussed in this news release contain forward
looking statements that are subject to certain risks and uncertainties
as described under the caption "Factors That May Affect Future
Results" in the company`s annual report on Form 10-K and quarterly
reports on Form 10-Q, filed with the Securities and Exchange
Commission. The company assumes no obligation to update the
information in this release.
Note to Editors: All trade names are either registered trademarks
or trademarks of their respective holders. SanDisk`s web site/home
page address: http://www.sandisk.com
--30--slt/sf*
CONTACT: SanDisk Corporation
Bob Goligoski, 408/542-0463
bgoligoskisandisk.com
Nelson Chan, 408/542-0456
Nchansandisk.com


Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.
URL: http://www.businesswire.com

[Reblaus]

SANDISK in den letzten 3 Monaten +200 % .
Split 2:1 vor ein paar Tagen.
Ist ein absolut solider Wert,
Weltmarktfuehrer bei Flash Memory Cards,
Nachfrage v.a. f. Digitalkameras, Konsolen,
Handies, etc.
schreibt seit einiger Zeit schwarze Zahlen
KGV 60
Wachstum 70 %

[Haggis]

Sandisk nimmt die 100 mit links

[Pitu]

ich würde gern den alten sandisk-thread aus dem internet-forum hier rüberholen, da dort sehr viele informationen zu finden sind, er aber bei den i-nets schnell nach hinten verschwindet.
ist so etwas möglich?

[ruebezahl]

SandiskCorp:vor neuem Höhenflug?
von Pronto, 10.10.99 15:11:45 134728
Sandisk,Wkn.897826,ist ein Hersteller der zukunftsträchtigen Flash-Memories-Speicher.Die Wachstumschancen in diesem
riesigen Zukunftsmarkt sind prächtig.Langfristig ist diese Aktie sicherlich sehr aussichtsreich,doch ich
wollt auch kurz bis mittelfristig ein bißchen Geld verdienen.Wie seht Ihr die Chancen ?



von MH120480, 10.10.99 15:30:56 134729
Persönlich hab ich eine 1. Position in Scandisk aufgebaut.
Der mittelfristige Verlauf der Aktie wird davon abhängen, inwieweit Scandisk fähig sein wird sich zum wiederholtem male
gegen den Markt durchzusetzen. Halbleiter dürften bald wieder in einen absteigenden Zyklus kommen. Scandisk hat es im
letzten absteigenden Zyklus geschafft, im gegensatz zur Konkurrenz, Gewinn und Umsatz stetig zu steigern.
Scandisk ist eines der wenigen Unternehmen, das sich auf die Flash Memory Cards spezialisiert hat. Da der Markt erst in
den Kinderschuhen steckt, gehe ich davon aus, das Scandisk noch ein exorbitant hohes Wachstum generieren kann.
Es gibt Analysten, die der Meinung sind, das Scandisk 80% des Marktes in Zukunft bestimmen wird.

Aufgrund der hohen volatilität der Aktie, ist sie für jede Anlageform geeignet.
Persönlich habe ich sie in mein langfristiges Depot reingenommen.

Mfg MH



von Pronto, 10.10.99 21:58:53 134730
Ich lese natürlich auch die Börse Online! Weshalb siehst Du die Halbleiter-Industrie auf dem absteigenden Ast?



von Geko007, 14.10.99 22:52:10 134731
Hallo Leute,Hallo MH!
Otmar Weber von der BO ist sehr bullisch für SNDK.Heute +16%,sieht so aus als wäre der Absturz gestopt.Ich habe das
papier auch an meiner watchlist,ich warte lieber nach so einem Anstieg-mal sehen.Die story stimmt.
mfg Geko



von Money Mark, 15.10.99 09:10:21 134732
das hört sich nicht ganz so gut an:

SanDisk Corp. (SNDK: news, msgs) warned investors that it sees lower
quarter-over-quarter revenue growth in the fourth quarter than in the third
quarter. The Sunnyvale, Calif.-based company said the financial impact of
the Taiwan earthquake would only be felt in the fourth quarter, in terms of
spot shortages and increased expediting costs. In the third quarter,
SanDisk recorded earnings in line with analysts` consensus estimate of 21
cents a share, or $6.5 million. Revenue jumped to $67.5 million, up
almost 30 percent quarter-to-quarter and up just over 100 percent,
year-to-year. SanDisk supplies flash memory data storage products.



von MH120480, 15.10.99 13:10:28 134733
Sollen ruhig runter krachen, dann kauf ich nach. Nach Ottmars Empfehlung, sind sie 50% runter, gestern kleiner rebound.

Von wann ist die Nachricht?

Ich bin jedenfals bei 59$ rein.
Werde meine Position im laufe der Zeit und des Kursverfalles vergrößern.

Man beachte vor allem die hohe Tagesvola, das is ziemlich derb, also nichts für Leute mit schwachen Nerven.

Mfg MH



von Geko007, 15.10.99 16:54:37 134734
Silicon Storage ist gute initiative für
Sandisk.Kurs ist viel stabiler.Eine überlegung wert.
mfg Geko



von ruebezahl, 30.10.99 17:10:09 134735
Genauso schnell wie Sandisk gefallen ist, so schnell werden sie auch wieder steigen. Der Markt ist da, und Sandisk ist
unangefochtener Marktführer. Ich denke´, eine Aktie mit Zukunft und zu jetzigen Kursen kaufenswert.



von Reblaus, 30.10.99 20:28:30 134736
yip, sehe ich auch so. bin mit einer Position bei 50 euro rein.
sandisk ist natuerlich schon super gelaufen, schreibt aber
schwarze zahlen ! das erdbeben war noch mal eine moeglichkeit
auf den zug aufzuspringen.
max. 5 % depotanteil genuegt wohl.



von Delle, 25.11.99 18:18:43 134737
Auf alle Fälle



von Pitu, 26.11.99 02:10:58 134738
kennt jemand den grund fuer den gestrigen kurssprung
an der nasdaq?

weder auf der sandisk-, noch auf der nasdaq-seite
gibts was neues

pitu



von Yes_23, 07.12.99 23:38:23 134739
Vielleicht hat jemand gestern WISO gesehen. Dabei wurde über die erstaunlichen Zuwachsraten bei den digitalen Kameras
gespochen. In der Kaufberatung wurden dann einzelne
Digitalcameras vorgestellt.Der Moderator sprach die Empfehlung aus, nur Cameras mit erstklassiger Ausstattung zu kaufen
und zeigte und
erwähnte dabei Kameras mit einem Speicher von SanDiksk.



von ruebezahl, 12.12.99 17:39:40 287006
Sandisk hat am Freitag in USA einen Satz auf 81$ gemacht. Da sind noch höhere Kurse drin.



von callas, 12.12.99 18:54:44 287127
Bin schon bei 50 Euro in SNDK eingestiegen und sehe den Wert als mittel bis langfristig. SSTI war auch Großmeister
Webers Empfehlung, allerdings habe ich sie vor lauter Angst viel zu früh verkauft. Welcher Wert ist wohl besser? Lohnt sich
ein Wiedereinstieg in SSTI?
frohe Vorweihnacht



von Pitu, 12.12.99 20:07:22 287234
sandisk ist höher bewertet, allerdings ist das der marktführer-bonus.
beide haben nach den deutlichen kursanstiegen zuletzt ihre jeweiligen
kursziele von 40 bzw 80 $ erreicht.

nett anzusehen, wie berechenbar die börse wieder einmal war.
zunächst erhielt ssti einige kaufempfehlungen, worauf sie bis zum
kursziel von 40 stiegen. dann erinnerte man sich wohl, dass es ja
sandisk auch noch gibt, und kaufte ebenfalls exakt bis kursziel.

langfristig sind beide hervorragende anlagen, da die unternehmen in
einem markt mit gewaltigem potential tätig sind.
der flash-memory markt ist experten zufolge der am stärksten wachsende
bereich der halbleiterbranche.

dazu eine Meldung:

TOKIO (dpa-AFX) - Hitachi Ltd, Sanyo Electric Co Ltd und die Siemens AG wollen gemeinsam Chipkarten mit hoher
Speicherkapazität entwickeln. Das berichtete die japanische Zeitung "Nihon Keizai Shimbun" am Donnerstag in Tokio.

Hitachi, Sanyo und Siemens wollten einen gemeinsamen Standard finden, sobald das Projekt im Jahr 2000 startet. Ziel sei
es, eine marktdominierende Stellung einzunehmen. Die drei Firmen wollen eine Flash-Memory-Karte mit einer
Speicherkapazität von mindestens 64 MB und integriertem Sicherheitsschlüssel entwickeln.

Die neue Karte wird dem Bericht zufolge die selbe Größe haben wie die MultiMediaCard, die für digitale Videokameras und
europäische Handys genutzt wird. Die Karte solle auch für das Abspielen von Musik über Handys genutzt werden, die Sanyo
und andere Unternehmen einführen wollen.

Das Bündnis sei als Antwort auf SONY CORP und MATSUSHITA ELECTRIC INDUSTRIAL CO LTD gedacht. Beide
Unternehmen wollen durch Chipkarten mit hoher Speicherkapazität ihren Standard verbessern.

Die drei Partnerkonzerne haben den Angaben zufolge ein System entwickelt, das das Herunterladen von Musik mit Handys
ermöglicht. Die Qualität sei vergleichbar mit der Quälität von MiniDiscs./ms/ro/cs



von Yes_23, 12.12.99 22:49:13 287498
BancBoston Robertson Stephens Inc. empfiehlt seinen Investoren, SNDK aggressiv zu accumulieren.
Sandisk arbeite zur Zeit an der Grenze seines Fassungsvermögens. Ab dem Jahr 2000 würden sie
ihre Produktionsanlagen ausweiten und deshalb auch den Gewinn steigern.



von ruebezahl, 13.12.99 19:25:33 288685
Quelle?



von Pitu, 14.12.99 22:05:34 290818
immer wieder bei sandisk ....
... habe ich das gefühl, die börse reagiert mit verzögerung.
(vgl. mein posting weiter oben)
gestern von goldman heruntergestuft, erst heute minus 10 %.
oder kennt jemand nen anderen grund?

pitu



von ruebezahl, 22.12.99 09:11:06 304982
Ich finde, es sieht ganz gut aus. Gestern wieder um 7$ hoch auf 78$.



von Pitu, 22.12.99 09:26:03 305004
heute sieht es wieder gut aus, aber für die schwankungen der letzten tage und wochen braucht man gute nerven



von Pitu, 22.12.99 17:52:04 305866
sandisk scheint wieder an 80 $ zu scheitern, ich bleib auf jeden fall drin, da ich von dem langfristigen erfolg absolut überzeugt
bin



von Pitu, 22.12.99 22:28:36 306526
endlich sind die 80 genommen, vielleicht gehts ja nun in richtung morgan stanley kursziel 115 $



von ruebezahl, 23.12.99 13:07:55 307420
Von dieser Story bin ich auch voll überzeugt. Sandisk ist ein Speicher-Spezialist für all die technischen Neuheiten, die in den
kommenden Jahren unser Leben prägen werden. Zudem sind sie Marktführer und daher meiner Meinung nach z.B. SSIT
vorzuziehen.



von Delle, 23.12.99 15:48:33 307698
Man, die starten ja gut durch heute in USA. Wieder 4$ plus.



von Pitu, 28.12.99 17:10:28 313924
nun, ich möchte ja nicht undankbar klingen, nachdem sich meine geduld nun endlich auszuzahlen scheint, aber einen
anstieg von 40 % in fünf tagen, und das ohne eine meldung, verstehe ich nicht ganz.
übrigens: heute im tagesverlauf wurden erstmals die 100 $ erreicht.
nicht auszudenken, wenn die auch noch genommen werden

pitu



von callas, 28.12.99 21:10:39 314448
denke wir nehmen heute noch spätestens morgen die 100er Marke. Ab wann denkt Ihr an Gewinnmitnahmen? Gruß, Callas



von Pitu, 28.12.99 23:40:00 314777
gewinnmitnahmen wären nach diesem anstieg schon verlockend. aber erstens gibts ein finanzamt, zweitens beginnt der flash
memory boom erst und drittens kann man nur richtig geld verdienen, wenn man gewinne laufen läßt.

pitu



von callas, 29.12.99 00:24:41 314854
pitu Du hast ja so recht gruß und stuss,Callas



von MH120480, 29.12.99 04:00:53 314996
Heute eindeutig an der 100$ Marke abgeprallt.

Wenn sie beim 2 Versuch morgen wieder scheitern, könnte es zu Gewinnmitnahmen kommen.

Mfg MH



von ruebezahl, 06.01.00 21:04:39 330994
Habe ich gerade gefunden

SanDisk to Supply MultiMediaCards for Casio`s
New Internet `Wrist Watch` Music Player; MultiMediaCard Built Into
World`s First Wrist-Type Wearable MP3 Player


LAS VEGAS--(BUSINESS WIRE)--Jan. 6, 2000--SanDisk Corporation
(Nasdaq:SNDK) announced today that it will supply Casio, Inc. with its
stamp-size MultiMediaCard for storage of MP3 audio in the WMP - 1V
Wrist Audio Player, the world`s first wrist-type wearable MP3 player.
The wrist player was introduced today at the CES trade show.
The Wrist Audio Player features a built-in 16MB (megabyte) flash
memory MultiMediaCard that enables the highly portable device to store
and play up to 66 minutes of recorded sound and music. The
MultiMediaCard, which SanDisk co-invented, is currently available in
8, 16 and 32MB capacities with 64MB available in 2000.
Casio, a widely-recognized innovator in consumer electronics
products, advances the state of the art in "wrist data devices" with
its Wrist Audio Player. The Wrist Audio Player enables consumers to
download MP3 format files to the device from the Internet or from
their favorite music CDs, created using commercially available MP3
file creation software. Using the included stereo earphones, the Wrist
Audio Player now makes high-fidelity digital music available just
about anywhere and anytime.
"We are proud that an industry leader such as Casio has selected
SanDisk`s MultiMediaCard for use in the WMP-1V Wrist Audio Player,"
said Nelson Chan, senior vice president of marketing at SanDisk.
"Innovative products, such as Casio`s Wrist Audio Player, clearly
demonstrate how our advanced flash memory solutions are making a new
generation of ultra-portable consumer electronic products possible.
With some 40 announced Internet music players already using the
MultiMediaCard for audio storage, we believe that the MultiMediaCard
has emerged as the standard music storage card in the fast growing
digital audio market."
Weighing only 70 grams, the Wrist Audio Player enables users to
store approximately 33 minutes of CD-quality sound, 44 minutes of near
CD-quality sound, or 66 minutes of FM broadcast-quality sound on the
built-in MultiMediaCard. In addition, a high-speed built-in USB
interface enables users to download a four minute audio track in as
little as 70 seconds.
The Wrist Audio Player leverages the MultiMediaCard`s low-power
design enabling users to enjoy approximately four hours of continuous
playback when the device`s rechargeable lithium-ion battery is fully
charged. Other advanced features include a Flashback Title display
that scrolls through song titles and artists, as well as Animated
Motion Graphic characters that move in one of 10 different styles
according to the song being played.
SanDisk`s MultiMediaCard relies on solid-state memory to deliver
rugged and reliable performance to low power, battery-operated
devices. With no moving parts, the MultiMediaCard ensures that music
players never skip and that sound quality retains its original
fidelity with repeated play and re-records. The memory card continues
to be rapidly adopted by applications in markets as diverse as smart
phones, digital video, industrial handheld computing and Internet
music players.
SanDisk Corporation, the world`s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale, CA.
The matters discussed in this news release contain forward
looking statements that are subject to certain risks and uncertainties
as described under the caption "Factors That May Affect Future
Results" in the company`s annual report on Form 10-K and quarterly
reports on Form 10-Q, filed with the Securities and Exchange
Commission. The company assumes no obligation to update the
information in this release.
Note to Editors: All trade names are either registered trademarks
or trademarks of their respective holders. SanDisk`s web site/home
page address: http://www.sandisk.com
--30--kc/sf* sdf/sf
CONTACT: SanDisk Corporation
Bob Goligoski, 408/542-0463
bgoligoskisandisk.com
Nelson Chan, 408/542-0456
nchansandisk.com


Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.
URL: http://www.businesswire.com


(c) 1998 Business Wire



von domrep, 11.01.00 12:22:54 342027
Also Sandisk (SNDK) scheint ja von der unteren Begrenzung des Trendkanals abgeprallt zu sein und macht sich demnach
wieder auf den Weg Richtung 100 USD. Heute stand im Handelsblatt auch was zu Casio und der MP3-Armbanduhr...wenn
das ein Knaller wie der Walkman von Sony wird, dann geht die Post ab. Die Einsatzmöglichkeiten für Flash Memory
scheinen fast unbegrenzt (Palm, Handy, Musik-Player etc.)
Meine Frage:
1)Gibt es eine Alternativtechnologie, die der Flash Memory mittelfristig Konkurrenz macht?
2) Wie sieht es denn mit Silicon Storage aus, die haben zwar keine eigene Fabrik, sind jedoch niedrig bewertet (960 Mio. $
oder so) und weisen auch eine sehr starkes Quartalswachstum auf.

Gruß aus der DomRep



von ruebezahl, 14.01.00 16:43:41
betrifft Aktie: SANDISK CORP.DL-,001 352070
Und noch `ne Meldung:


SanDisk to Report $344 Million One-time Gain in Fiscal Q1 From
Taiwan <SNDK.O>


SanDisk to Report $344 Million One-time Gain
in Fiscal Q1 From Taiwan Foundry Investment

SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 14, 2000--SanDisk Corp.
(Nasdaq:SNDK) announced today that it will realize a $344 million
pre-tax ($204 million after-tax) gain in its fiscal first quarter
ending April 2, 2000 as a result of the merger of United Silicon Inc.
(USIC) with United Microelectronics Corp. (UMC), a public company in
Taiwan. SanDisk had made a $51 million investment in USIC, a joint
venture semiconductor manufacturing facility headed by UMC in Taiwan.
The gain is based on the share price of UMC at the date of the
merger (i.e. NTD 112, or US$3.56) and will be reported in other
income. As a result of the merger, SanDisk will own 111 million UMC
shares, or approximately one percent of the combined UMC Group.
All of the UMC shares received by SanDisk are subject to trading
restrictions imposed by UMC and the Taiwan Stock Exchange. The trading
restrictions will expire on one-half of the shares six months after
the date of the merger. The remaining shares will become available for
sale over a two-year period beginning in January 2002. When the shares
are ultimately sold, it is possible that additional gains or losses
will be reported.
Eli Harari, SanDisk`s President and CEO said, "The accounting
gain that we report today from the merger of USIC with UMC is the
icing on the cake for our original investment. UMC and USIC have
surpassed all expectations we had for the production of high quality,
advanced technology flash memory wafers when we made our investment in
USIC. As a result of the consolidation, SanDisk will now have greater
access to UMC`s other fabs. We have already started to bring up our
flash technology at Fab 8F, UMC`s newest and most advanced facility.
By mid 2000, we expect to have three UMC 8 inch wafer fabs producing
our flash memory wafers."
SanDisk Corporation, the world`s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale.
The matters discussed in this news release contains forward
looking statements including our expectation that SanDisk may
recognize a gain or a loss in future periods when the UMC shares are
sold due to fluctuations in the market value of the UMC shares. These
forward looking statements are also subject to certain risks and
uncertainties as described under the caption "Factors That May Affect
Future Results" in the company`s annual report on Form 10-K and
quarterly reports on Form 10-Q, filed with the Securities and Exchange
Commission. The company assumes no obligation to update the
information in this release.
SanDisk`s web site/home page address: http://www.sandisk.com
--30--mtl/sf*
CONTACT: SanDisk Corporation
Bob Goligoski, 408/542-0463
bgoligoskisandisk.com
Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.
URL: http://www.businesswire.com


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von Pitu, 19.01.00 22:16:58
betrifft Aktie: SANDISK CORP.DL-,001 367166
heute wieder mal bis nah an die 100 $. vielleicht nehmen wir sie diesmal.
dazu noch eine meldung:

Circuit City Will Sell SanDisk Corp. Flash Memory Cards and Card Readers

SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 18, 2000--

Circuit City Adds More Than 600 Retail Outlets to the 13,000 Plus Retail Outlets Worldwide Already Selling SanDisk
Products

SanDisk Corp. (Nasdaq:SNDK) announced today that Circuit City Stores, Inc., one of the world`s largest consumer
electronics

[ruebezahl]

Mist, das ging schwer in die Hose. Wenn der Tread jetzt nervt, müssen wir nochmal einen neuen aufmachen.

[ruebezahl]

S3 Partners with SanDisk on Storage Solutions For Next-Generation Diamond Multimedia Rio Players

SANTA CLARA, Calif., Mar 2, 2000 (BUSINESS WIRE) -- S3(R) Incorporated
(Nasdaq: SIII) today announced a partnership with SanDisk Corporation
(Nasdaq: SNDK) to provide advanced storage solutions for S3`s next-generation
Rio(TM) digital audio players.

Based on SanDisk`s market leading flash memory technology, this partnership
enables S3 to design expanded storage capacity and advanced storage management
features into its forthcoming, third generation Diamond Multimedia(TM) Rio
players.

"This partnership brings together the two market leaders in two of the fastest
growing high technology markets. S3, with its Rio players, is the market share
leader in Internet music players, and SanDisk is the world`s largest supplier of
flash memory cards for storing data, images, audio and video," said Eli Harari,
Chief Executive Officer and President of SanDisk Corporation. "We are pleased
that S3 has selected SanDisk as a partner for flash memory solutions and we look
forward to growing our business in parallel with S3`s rapidly expanding digital
audio focus."

"Cahners In-Stat Group predicts that the market for digital audio devices will
grow from about 800,000 units in 1999 to nearly 10 million units by 2003. In
line with this estimate, we are planning to significantly expand our Rio family
of products, starting with the addition of our third generation Diamond
Multimedia Rio handhelds," said Ken Potashner, Chief Executive Officer and
Chairman of S3 Incorporated. "Working closely with SanDisk, we`re focused on
building solutions that will meet the extensive flash memory requirements of
these forthcoming Rio digital audio products."


About SanDisk Corporation

SanDisk Corporation, the world`s largest supplier of flash data storage
products, designs, manufactures and markets industry-standard, solid-state data,
digital imaging and audio storage products using its patented, high density
flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.


About S3 Incorporated

Building on the technology, distribution and brand strengths of its
Communications, Multimedia and Professional Graphics divisions, S3 is committed
to delivering targeted products for the Personal Computer and Consumer/Internet
Appliance markets. Rounding out its PC silicon offerings, S3`s recent
acquisition of Diamond Multimedia(TM) adds consumer brands such as the Viper(TM)
and Stealth(TM) series of graphics accelerators, the Rio(TM) series of Internet
audio appliances, the Supra(TM) series of modems, and the HomeFree(TM) line of
home networking products.

Except for historical information contained herein, the matters set forth in
this press release, such as statements as to S3`s ability to expand its Rio
family of products in 2000 and its ability to design expanded storage capacity
and advanced storage management features into its next generation Rio players,
are forward-looking statements that are subject to risk and uncertainties,
including the impact of competitive products and pricing and of alternative
technological advances, the ability of S3 and SanDisk to develop storage
solutions for digital audio devices, design, competitive product and other
factors that may affect current and potential customers` decisions to use the
jointly developed products, and other risks detailed from time to time in S3`s
SEC reports, including its quarterly report on Form 10-Q for the quarter ended
September 30, 1999. S3 is a registered trademark of S3 Incorporated. The S3
corporate logo, Diamond Multimedia, Rio, Viper, Stealth, Supra and HomeFree are
trademarks of S3 Incorporated. Other marks referenced herein are the property of
their respective owners.

[ruebezahl]

Sandisk läuft heute wieder hervorragend. Gibt es news? Ich habe nichts gefunden!

[MarkV]

Da fliegt mir doch das Blech weg, jetzt haben die doch bei mir tatsächlich die +500% Marke durchstoßen und das in ca.5 Monaten. Dabei hatte ich die als Langfristanlage gekauft. Wenn das so weiter geht muß ich bald ein paar Sandisk verkaufen, damit mein Depot noch ein wenig diversifiziert ist. Aber eigentlich auch wieder nicht. Wer Sandisk verkauft ist selber blöd!

Yippieyeeeeehhhh


MarkV

[Pitu]

als ich mir sandisk ins depot gelegt habe, war es eine der kleinsten positionen, nun ist es die größte. plus 311 %.

[ruebezahl]

Ich bekomme langsam Angst. Sandisk geht ab wie ein Fahrstuhl im Empire State Building.

[MarkV]

Hallo Leute,

hat jemand von Euch die leiseste Idee, was hier los ist? Das ist ja wie im Märchen und ich finde einfach keine news, die diesen Kursanstieg rechtfertigen. Nach dem Schlußkurs in USA werden wir heute wohl 165 Euro erreichen. Dann bin ich bei +600%. Irrrreeeee!!!

Gruß, Markus

[Pitu]

schau mal in den anderen sandisk-thread im internet-forum. vielleicht hängt es mit dem "Digital Media Infrastructure Report" zusammen, in dem sandisk ja nicht nur erwähnt (was schon eine ehre ist), sondern sogar noch hervorgehoben wurde.
auf jeden fall halten wir vorbörslich das kursniveau. die letzte preisfeststellung bei island.com lag sogar bei 167 $. die buy-orders überwiegen die sell-orders um das dreifache und buy-orders um 163 $ können nicht bedient werden.

[Fritzle]

Hallo,

es ist zwar Wochende und ein wenig ruhiger im Board, trotzdem würde ich gerne wissen warum der Sandisk-Kurs an den letzten beiden Handelstagen so enorm Federn ließ. Sind es nur Gewinnmitnahmen nach der Kursrallye der vorangegengenen Tage oder gibt es schlechte Neuigkeiten????

Ich habe zwar schon überall nach Meldungen gesucht aber nichts gefunden.

Vielleicht weiß ja jemand etwas und könnt es hier reinschreiben.

Gruß, und hoffentlich bald wieder steigende Sandisk-Kurse

Fritzle

[Pitu]

da wurde massiv in den konkurrenten silicon storage umgeschichtet, der nach sandisk`s rallye unterbewertet war.

[ruebezahl]

Hi Pitu und alle anderen Investierten,

wie seht Ihr die Lage? Ich denke nach dem Kursanstieg in den vergangenen Tagen war eine Korrektur überfällig. Die letzten Nachrichten bei Sandisk waren allerdings allerbest. Silicon Storage ist zwar unterbewertet, ich habe aber den Eindruck, daß Sandisk das Rennen machen wird. Auch Sony ist hier wohl kein ganz so großer Konkurrent. Ihr Memory Stick findet den Einsatz hauptsächlich bei eigenen Produkten. Die Lizenznehmer des Memory Sticks sind fast ausschließlich kleine und mittlere asiatische Firmen.

Auch wenn Silicon angeblich die bessere Technik hat, so ist das noch lange kein Argument für langfirstigen Erfolg. Ich denke da z.B. an die Zeit der ersten Videorekorder. Sony hatte das schlechteste System und hat sich dennoch wegen der Marktstellung durchgesetzt.

Bei Sandisk sehe ich das ähnlich. Sandisk hat die ganz Großen auf seiner Seite, wie die letzten Nachrichten und auch mein Besuch auf der Cebit gezeigt haben.

Mein Fazit: Die Tage, an denen wir mit Sandisk 20$/Tag im Plus lagen sind vorbei. Der Flash Memory Markt ist riesig und Sandisk ist bestens positioniert. Ich bin weiterhin Sandisk gegenüber positiv eingestellt.

Teilt Ihr meine Einschätzungen?

[Schattenparker]

Der Einbruch der letzten beiden Tagen waren wohl einfach nur Gewinnmitnahmen. Ich habe jedenfalls keine schlechten News bzgl. Sandisk gefunden. Sicherlich gehts morgen nicht wieder mit 20$/Tag aufwärts, aber solange die mittelfristige Aufwärtstrendlinie bei ca. 105$ nicht durchbrochen wird, ist erstmal alles im grünen Bereich. Der Flash-Memory-Bereich ist einer DER Zukunftsmärkte. Schließlich läuft doch alles auf z.B. folgendes Szenario hinaus: Musik aus dem Internet auf Flash-Memory (FM) laden, im Auto, Walkman, Hifi-Anlage oder wo auch immer hören. Und das alles ohne mechanische und/oder optische Abtastung, d.h. völlig verschleißfrei (!).
Fazit: Ich bleibe dem Wert gegenüber ebenfalls sehr positiv eingestellt. Bleibt das positive Börsenumfeld bestehen, sollte die Aktie spätestens bei ca. 105$ wieder nach oben drehen.

Gruß
Schattenparker

[MarkV]

....und die ganzen Mamis und Papis die Ihre Zöglinge mit Foto und Video ins Visir nehmen werden sich auch immer öfter für die digitale Lösung entscheiden. Ich schließe mich Schattenparker an.
Kurse unter 110$ sind Einladungen zum Nachkauf.

Gruß,
MarkV

[Pitu]

der höhenflug ist erst mal rapide gestoppt. nun ist die frage, wo wir uns einpendeln. ich denke es wird um die 130 bis 140 $ sein. seit dem heutigen tagestiefst bei 107,5 $ haben wir immerhin schon wieder 20 % gemacht.

[Boto]

hi zusammen,

SSTI wird euch kriegen.....

aber wir alle machen kohle und $$$$$$

ich bleibe long, rate ich euch auch für das ganze jahr minimum. der markt
ist einfach genial....

biba boto

[Fritzle]

Hallo zusammen,

ich denke langristig gesehen ist Sandisk wohl eine echte Perle,ich bin seit 69 Euro vor dem Split dabei, also noch dick im plus und werde vor Ablauf der Spekulationsfrist nicht verkaufen.

Ich glaube auch daß sich die Aktie nach einer möglichen Korrektur des gesamten Marktes langfristig weiter positiv entwickelt.


Tschau, stay long in Sandisk

Fritzle

[Pitu]

heute wird sich`s wohl entscheiden, wohin der weitere weg von sandisk geht.
von 110 bis 150 $ ist alles drin ...

[ruebezahl]

Ich denke Richtung 150$!

*MERRILL SAYS RAISES SANDISK <SNDK.O> TO NEAR-TERM BUY FROM
ACCUMULATE


NEW YORK, March 14 (Reuters) - Merrill Lynch said analyst Eric Rothdeutsch raised his rating on data
storage products supplier SanDisk Corp. on Tuesday to near- and long-term buy.

-- shares had been rated near-term accumulate and long-term buy.

-- boosted 12-month price target to $200 a share.

-- upgrade based on high demand for data storage flash memory.

-- shares up 21-7/16 at 146-7/16.

[Pitu]

der hat das bisher höchstgenannte (aber längst übersprungene) kursziel also glatt verdoppelt ....

[Pitu]

und nachbörslich stehen wir schon wieder bei 144 $
sandisk rettet meine biotech-verluste ... :O

[ruebezahl]

Sandisk wird langsam bekannter. Selbst die WO Redaktion schreibt schon. Also hier nochmal die Meldung von gestern ausführlich und auf deutsch:

von Redaktion WO, 14.03.00 19:38:09
betrifft Aktie: SANDISK CORP.DL-,001 624572
Der Chip- und Kartenhersteller SanDisk Corp. (SNDK) wurde heute vom Merrill Lynch-Analysten
Eric Rothdeutsch heraufgestuft. Aus dem bisherigen near-term accumulate wurde ein near-term
buy. Das EPS wurde von 0,7$ auf 0,81$ und die Einnahmen für dieses Jahr von 465 Mio. $ auf
505 Mio. $ angehoben. Für das darauffolgende Geschäftsjahr 2001 erwartet der Analyst einen
Umsatz von 840 Mio. $ und einen Ertrag von 1,15$ pro Aktie. Das 12-Monatskursziel liegt bei
200$.

Das in Sunnydale, Kalifornien, beheimatete Unternehmen stellt sowohl Chips, als auch
Chip-Karten her, die wie ein Aufnahmeband fungieren, d.h. man kann aufnehmen (Daten, Musik
usw. speichern) und die Chips auch wieder überspielen. Eingesetzt werden die Produkte von
SanDisk in erster Linie in digitalen Videokameras oder Internet-Musik-Playern.

Die Aktien können aufgrund dieser Nachricht natürlich kräftig zulegen. In einem wieder einmal
sehr volatilen Marktumfeld legen die Titel von SanDisk um 17$ bzw. 13,6 Prozent zu. Der aktuelle
Stand: 142$.

[MarkV]

Sandisk ist einfach Spitze, nach der Korrektur halten die sich wieder ganz hervorragend gegen den Trend

MarkV

[Pitu]

sandisk kommt mir vor, als ob sie in diesen stürmigen zeiten einfach kurz den kopf eingezogen hat - von 165 auf 120 - und nun in aller ruhe wartet, bis alles vorüber ist, um dann wieder durchzustarten.

pitu

[Pitu]

Sharp, Sony to develop high-density memory disc

TOKYO, March 23 (Reuters) - Sharp Corp <6753.T> and Sony Corp <6758.T> said on Thursday they will join hands to develop small, high-density magneto optical discs, in a bid to grab a larger piece of the fast-growing memory device market.

The new disc will be used in mobile devices such as personal digital assitants, digital still cameras, video cameras and personal computer data storage units, and will allow the development of smaller devices with greater memory capacity, the companies said.

Sharp plans to begin marketing a new mobile device using the disc by the end of this year, a company spokesman said.

A Sony spokeswoman said, however, that her company has no plans at this time to launch a product with the new disc.

They added that several electronics manufacturers had agreed to support the new magneto optical disc format, including Casio Computer Co Ltd <6952.T>, Fujitsu Ltd <6702.T>, IBM Japan Ltd <IBM.N>, Mitsubishi Chemical Corp <4010.T>, Pioneer Corp <6773.T> and TDK Corp <6762.T>.

The companies said their technology will permit recording more than two gigabytes of data on a 50.8mm disc.

Electronics makers are vying to dominate the memory device market by introducing new products.

In February, Sony said it added 19 companies including General Motors Corp <GM.N> to the list of firms it has licensed to develop gadgets using its chewing gum-sized memory stick as a data storage device.

Matsushita Electric Industrial Co Ltd <6752.T> developed a secure digital memory card with Toshiba Corp <6502.T> and SanDisk Corp <SNDK.O> to compete with Sony`s memory stick. They plan to bring the device to market during the April-June quarter.

Sharp`s shares closed at 2,160 yen on Thursday, down 35 yen or 1.59 percent. Sony`s shares closed at 25,870 yen, down 510 yen or 1.93 percent.

[ruebezahl]

Ich sehe keine größere Gefahr in dieser Ankündigung, denn für mich hört es sich so an, als ob der Datenträger wieder mechanisch arbeitet. Flash- Memories arbeiten aber völlig ohne Mechanik und ich denke hier liegt der Vorteil an dieser Speicherart.

Korregiert mich, wenn ich mich irre!

[Pitu]

World`s First Product Designed to Use The SD Flash Memory Card is Introduced; SanDisk, Co-Inventor Of The Card, Will Manufacture And Market The SD Card

SUNNYVALE, Calif.--(BUSINESS WIRE)--March 27, 2000--SanDisk Corp. (Nasdaq:SNDK) announced today that Toshiba Corp. has introduced the world`s first product designed to use the SD (Secure Digital) Memory Card, a high-capacity, high-security flash memory card.

The device, a mobile Internet audio player (MEA110AS), is the first of a series of products that SanDisk expects will be introduced that will use the SD Memory Card. Several industry leading companies have indicated that they plan to base many of their new consumer electronics products on the SD Memory Card.

The SD Memory Card was introduced in August, 1999, by Matsushita Electric Industrial Co., Ltd. (NYSE:MC), best known by its Panasonic brand name, SanDisk and Toshiba Corp. In January, 2000, the three firms announced that 71 companies have stated that they plan to join the new SD Association, an industry-wide association created to set industry standards for the card and promote its wide acceptance in digital applications including Internet music players, Internet appliances, cellular phones, digital still cameras, digital video cameras, handheld computers, automotive systems, set-top boxes and other products. Initial membership in the association is expected to include approximately 100 companies.

Nelson Chan, SanDisk`s senior vice president of worldwide marketing, said, "Toshiba`s ground-breaking introduction of its new SD Internet music player is the first of many new SD-based consumer electronics products that we expect to see on the market this year and in 2001. Toshiba is a world-class leader in both flash memory and consumer electronics products and we applaud Toshiba`s vision in helping establish the SD Memory Card as an industry standard in the era of the Internet."

Toshiba`s new mobile audio player has a slot for the SD Memory Card, a durable, solid-state (no moving parts), removable card with the physical profile of a postage stamp (24mm x 32mm x 2.1mm). Toshiba announced that "this is the world`s first AAC -- and MP3 -- compatible mobile audio player with a SD Memory Card slot. Support for AAC -- high quality sound compression for music distribution and digital satellite broadcasts that will start later this year -- and for MP3 -- today`s most widely used format for digital music on the Internet -- assures that the MEA110AS will bring consumers a tremendous range of audio content. MEA110AS incorporates the SDMI-compliant Content Protection for Recordable Media (CPRM) developed by Toshiba and other leading IT companies, assuring a high level of copyright protection and data security, while achieving full compliance with the SD Audio format specified by the SD Association. The player`s built-in 64 megabyte (MB) flash memory stores 60 minutes of music. An optional 64MB SD Memory Card adds a further 60 minutes."

The MEA110AS will be available in Japan starting April 22, according to Toshiba. Toshiba is now readying the product for its introduction in the international market.

"The SD Memory Card is a self-contained solution for the coming era of booming electronic distribution," said Masao Suga, who promotes mobile AV product applications at Toshiba, and will head the Mobile AV Network Division, which will be established on April 1 at Toshiba Corp. "A strong partnership between SanDisk and Toshiba in flash memory allows users of our new SD-based mobile products to be highly confident about the future of this small but powerful medium."

Both Toshiba and SanDisk plan to separately introduce 128MB SD Memory Cards by the end of 2000. The card provides an SDMI-compliant (Secure Digital Music Initiative) high level of copyright protection.

[MarkV]

Hallo Pitu, das sind ja wie immer nur gute News von Sandisk. Und prompt ist auch der Kurs wieder am Klettern.
So langsam kriege ich aber ein Problem mit der Aktie. Sie macht inzwischen 34% meines Depots aus und bezogen auf allgemeine Investorenweisheiten sollte man ja keinen Einzelwert dermaßen übergewichten. Andererseits kann und will ich mich von keiner einzigen SNDK trennen. Tjaja, so eng liegen Freud und "Leid" bei einander.

Gruß,

MarkV

[Pitu]

bei mir sind`s erst etwa 14 %, was daran liegt, daß sandisk beim kauf einer meiner kleinsten werte war. aber du hast schon recht, wenn ich schon steuerfrei wäre, würde ich wohl auch mal über ne kleinere gewinnmitnahme nachdenken.

[Pitu]

U.S. Federal District Court Rules That Lexar Infringes on Key SanDisk Flash Memory Patent

SUNNYVALE, Calif.--(BUSINESS WIRE)--April 2, 2000--SanDisk Corp. (Nasdaq:SNDK) announced today that the U.S.
Federal District Court has ruled that Lexar Media, Inc., Fremont, Calif., has infringed a fundamental solid state flash memory
card patent held by SanDisk.

The ruling was announced today by U.S. Federal District Judge Charles R. Breyer of the Northern District of California in San
Francisco. The patent, "Flash EEPROM System" (U.S. patent no. 5,602,987), was issued Feb. 11, 1997.

The judge also denied two motions by Lexar -- one claiming SanDisk`s `987 patent is invalid and requesting a partial summary
judgment of non-infringement.

Eli Harari, SanDisk CEO and president, said, "Judge Breyer`s ruling vindicates our stand with regard to Lexar`s infringement of
SanDisk`s `987 patent. We had on several occasions offered a patent cross-licensing agreement to Lexar under reasonable
terms, but Lexar rejected our proposals. Our strategy has been, and remains, to license our patents to enable an open,
competitive market for flash cards. We believe that this ruling strongly reaffirms SanDisk`s pioneering innovations in flash memory
storage and are optimistic that it will pave the way for other flash memory card suppliers that are not currently licensed by
SanDisk to negotiate cross-licenses with SanDisk."

SanDisk`s patent no. 5,602,987 teaches and claims important aspects of the emulation of a magnetic disk drive in removable
flash memory cards, such as PC CARD, CompactFlash(TM), MultiMediaCard and the Secure Digital (SD(TM)) Memory
Card. The removable flash memory card claimed in the patent appears to the computer, digital camera, digital Internet music
player or other digital device to be completely identical to the industry standard magnetic disk drive although the flash memory is
solid state, has no moving parts, is extremely compact and rugged and consumes negligible battery power. Therefore it is ideally
suited to be the universal digital storage device in the emerging post-PC era.

SanDisk, a pioneering technology company in the flash memory market, holds more than 100 related patents.

[Pitu]

nachbörslich sind die amerikaner wieder zur besinnung gekommen und haben bei 93 $ geschlossen. oder waren das nur schnäppchenjäger? letzter kurs in deutschland: 90,5 euro. selbst zum börsenschluß in usa ein abschlag!

[Pitu]

am mittwoch werden die zahlen erwartet. flüsterschätzung $ 0.22

[Pitu]

SanDisk, Inventor of CompactFlash, Announces Continued CompactFlash Support for Windows-Powered
Pocket PCs

NEW YORK--(BUSINESS WIRE)--April 19, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of
flash data storage products and inventor of CompactFlash(TM) (CF(TM)) memory cards, announced today the continued
support of the CompactFlash standard in Microsoft Windows-powered Pocket PCs. SanDisk joined Microsoft and other
Pocket PC Launch Partners today for the Pocket PC Launch to bring next-generation mobile devices to consumers and the
enterprise.

By teaming with Microsoft and its other Pocket PC Launch Partners, SanDisk is helping to expand the functionality and usage of
today`s Personal Digital Assistant (PDA) and putting the power of the PC in the user`s pocket.

"Pocket PCs," have considerably more power than traditional PDAs according to Microsoft, with a 32-bit CPU and 16
Megabytes (MB) to 32MB of Random Access Memory (RAM). With the addition of industry standard CF expansion slots,
users can extend their storage and connectivity options. For example, users can take a CF card and insert it into the Pocket PC
to add up to 192MB of flash storage.

"By allowing users to do more personal customization, and by providing a more powerful device than the average PDA, Pocket
PCs can better meet the individual, professional and personal needs of consumers," said Nelson Chan, senior vice president of
worldwide marketing for SanDisk Corporation. "Consumers will be able to use products such as SanDisk`s CompactFlash cards
to back-up data, images or audio and be able to use new applications with the extra storage they get from high capacity SanDisk
CF cards," said Chan.

Pocket PCs have a built-in audio player that allows users to listen to their favorite CD quality, MP3 and Windows Media
formatted music. On a typical 64MB CF card, users will be able to listen to one hour of playback using MP3 and two hours of
musical playback using the Windows Media Format.

"Windows-powered Pocket PCs are the most expandable device in the industry, designed to meet our customers` growing
needs," said Rogers Weed, director of marketing for the Mobile Devices Division at Microsoft Corp. "By using industry
standards-based Compact Flash solutions developed by SanDisk, our customers have a continually growing choice of hundreds
of possible expansion options."

In addition to offering more capabilities, the Pocket PC provides the familiarity of Windows, does not require them to learn how
to write in a particular way, automatically syncs the device with their PC and has an easier to read color screen. Consumers will
also be able to use familiar applications similar to those available on their desktops such as pocket versions of Microsoft Word,
Excel, Outlook and Internet Explorer. Users will have access to full online/offline email capabilities including the review of
attachments and will not be limited to one application at a time, but instead, will be able to work on several applications at once.

[Pitu]

SanDisk Announces Record Revenue, Net Income and Earnings Per Share for First Quarter 2000

SUNNYVALE, Calif.--(BUSINESS WIRE)--April 19, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest
supplier of flash memory data storage products, today announced record revenue for its quarter ended March 31, 2000. Total
first quarter revenues were $109.4 million, an increase of 148% from the first quarter of 1999 due primarily to increased sales of
our CompactFlash and MultiMediaCard products. Product revenues were $97.2 million, an increase of 171% from $35.9
million compared to the same period last year. Revenues from licenses and royalties were $12.1 million, up 48% from $8.2
million in the first quarter of 1999. Net income for the quarter was $219.3 million and included a one-time after tax gain of $204
million from the previously announced conversion of SanDisk`s investment in the United Silicon Inc. foundry into shares of United
Microelectronics Corp. Excluding this one-time gain, net income for the current quarter was $15.3 million, up 256% compared
to $4.3 million in the same period last year. In the first quarter, diluted earnings per share were $3.00, which included $2.79 per
share from the gain on SanDisk`s foundry investment. Diluted earnings per share excluding this one-time gain were $0.21 per
share compared to $0.07 per share in the first quarter of 1999.

Total first quarter revenues increased sequentially by $26.6 million, or 32%, from total revenues of $82.8 million for the fourth
quarter of 1999. Product revenues increased by 39%. Current quarter diluted earnings per share, net of the one-time gain
related to the USIC merger, increased to $0.21 per share, up 40% compared to $0.15 per share for the fourth quarter of 1999.

"The first quarter was an outstanding quarter for SanDisk with total revenues reaching a record high, surpassing the $100 million
mark for the first time," said Dr. Eli Harari, President and CEO of SanDisk. "Product gross margins improved by three
percentage points to 30% and operating income reached a record level. New bookings significantly surpassed the previous
quarter`s record bookings and backlog at quarter-end was at an all time high.

"Sales growth improved sequentially in all geographic regions of the world, particularly in Japan and Europe. We experienced
significant growth in unit sales of CompactFlash cards sold into digital cameras; MultiMediaCards sold into MP3 music players,
smart phones and digital camcorders; and PC cards sold into telecommunication and industrial applications. MultiMediaCard
unit sales more than doubled from the prior quarter. Retail sales were strong worldwide, continuing the trend started in the fourth
quarter with holiday sales.

"Looking forward to the next several quarters, bookings visibility and new design win activity continue to be very good. Flash
supply from the major vendors, including SanDisk, remains tight. Our primary focus in the near term is to work with our wafer
foundry suppliers to further increase our shippable flash memory capacity through process shrinks and the qualification of
additional fab capacity for second half shipments. We are optimistic about our continued growth in sales, product gross margins,
and profits in fiscal 2000."

This news release contains forward looking statements including the Company`s expectations for future product revenues and
bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and
uncertainties that may affect the Company`s business, financial condition and results of operations. In addition to the factors
discussed above, other risks include: the availability of adequate supply of flash memory wafers from UMC in Taiwan and from
other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new
product generations and new foundries with acceptable yields and manufacturing costs; the timely introduction and acceptance of
new consumer products that incorporate the Company`s flash storage devices; future average selling price erosion due to excess
capacity and price competition; the successful ramp up of assembly operations in China, Taiwan and the Philippines; seasonality
of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the
retail channel; economic conditions and exchange rates in Japan, the Pacific Rim and other geographic regions as they affect
SanDisk`s customers; the successful negotiation of a definitive agreement with Toshiba on the announced memo of understanding
regarding joint development and manufacturing of advanced flash memories; the successful signing of a definitive agreement with
Matsushita and Toshiba for the Secure Digital memory card; the successful development and launch of our Secure Digital cards
products; and the other risks detailed from time to time in the Company`s Securities and Exchange Commission filings and
reports, including, but not limited to, the Annual Report on Form 10-K for the year ended December 31, 1999. Future results
may differ materially from those previously reported. The Company assumes no obligation to update the information in this
release.

[Pitu]

Gestern nach Börsenschluss gab der weltgrößte Lieferant von Flash-Memory-Datenspeicherprodukten, das in Sunnyvale (Kalifornien) beheimatete Unternehmen SanDisk
Corp. (SNDK), seine Ergebniszahlen für das am 31. März 2000 beendete erste Geschäftsquartal bekannt. Die Aktien waren bereits im Vorfeld um 5 1/2$ auf 105 1/2$
gestiegen.

Von First Call befragte Analysten hatten im Durchschnitt mit einem Gewinn von 18 Cents je Aktie gerechnet. SanDisk meldete dann aber ein EPS von 21 Cents pro Aktie
und toppte die Erwartungen. Im selben Quartal des vorherigen Jahres lag der Vergleichswert bei 7 Cents je Aktie. Darüberhinaus wuchsen die Einnahmen um über 148
Prozent gegenüber dem ersten Quartal von 1999 auf 109,4 Mill. $.

Profitieren konnte das an der NASDAQ geführte Unternehmen vor allem von den steigenden Verkäufen der CompactFlash und MultiMediaCard-Produkten. Allein die
Einnahmen aus dem Produktbereich wuchsen um 171 Prozent auf 97,2 Mill. $, verglichen mit dem Vorjahr. Um 48 Prozent konnten die Einnahmen aus dem Lizenz- und
Tantiemen-Bereich zulegen, sodass in diesem Bereich 12.1 Mill. $ erwirtschaftet werden konnten.

(Quelle: w:o-news)

[ruebezahl]

CNBC- SQUAWK BOX

SANDISK (SNDK) PRESIDENT AND CEO ELI HARARI ON EARNINGS AND FUTURE OUTLOOK

APRIL 20, 2000

SUMMARY: Harari is confident on the near-term and long-term continued strength of the company. He believes in open standards and
open competition in the industry. He explains the company`s customer base.

Tyler: Sandisk beats the street. Net income more than tripled to $15 million, or 21 cents a share. Three cents ahead of estimates.
Revenues soared about 150% to $109 million. The company is a leading maker of flash memory storage devices, integrated circuits
that retain data when power is off. Some memory chips lose stored data as soon as power is interrupted. In the past 52 weeks, the
stock has gone from $9 to $169, and is now at about $105 a share Let`s get some more details on Sandisk`s latest profit report.
Joining us now from Mountain View, California is Eli Harari President and CEO of Sandisk. Welcome, nice to have you with us.

Good morning, Tyler.

Tyler: Business is extraordinary good with a tripling in net income. Can you keep it up?

We intend to. Our entire focus in increasing production and meeting the very strong and surging demand for our products. We are very
confident about the near term as well as long-term prospects for the company.

Tyler: To whom do you sell most of your product? Well, Sandisk really has pioneered what we call disruptive technology, displaced
existing mechanical rotating or chemical devices, for example, everybody knows today about digital cameras, flash, which the
company pioneered is now the standard digital film for digital cameras. The majority of Cannon, HP`s cameras, use the flash supplied
by sandisk. So, this one example. We now have the music players, MP3 players and again, disruptive technology that replaces tape
and again, in the multimedia card that Sandisk is selling today, the majority of music player companies.

Susan Byrne Westwood: This is Susan Byrne Westwood. Just wondering, we can all know from the products that you are going into
we would all recognize those products as new products and we are all using them and very exciting. Do you see competition coming
down the pike from some of, from some other folks, some of the larger players or do you feel your position and product is
well-protected through patent or the manufacturing process?

Sandisk has very pioneered technology, over 100 patents confirmed in court. We have licensed technology to leading manufacturers
such as Intel. We believe the markets are going to be very, very large markets and we believe that it is very important to have open
standard and open competition. We feel we have the best team in the industry for flash development, for control technology. We are
very, very good manufacturing partners in Taiwan. We have recently announced a very important strategic long-term cooperation
agreement with Toshiba. Toshiba and Sandisk together with have a very strong showing and though to the market as the market takes
off.

Susan Byrne Westwood: Quickly on another subject, Seagate owns as large part of your condition and they are involved in a
corporate develop. What happens to their ownership and does that go into the private deal?

Tyler: Quick answer please.

Seagate Technology has already sold most of the shares in the company and now formally out of 70 million shares. So, the represent
ownership in the company is small.

Tyler: Congratulations again in the blockbuster quarter in your company, Sandisk. President and CEO of Sandisk.

[Pitu]

SanDisk Introduces Next Generation ImageMate Family for CompactFlash, SmartMedia and MultiMediaCards

SUNNYVALE, Calif.--(BUSINESS WIRE)--May 2, 2000--SanDisk Corporation (Nasdaq:SNDK) today introduced new additions to the family of ImageMate(TM) card readers for CompactFlash(TM)(CF(TM)), SmartMedia(TM) and MultiMediaCards.

SanDisk first introduced the ImageMate product line in 1998. Since then, it has proven to be very popular with consumers who use the readers for the easy and quick transfer of digital images, audio and data between a wide variety of devices including digital cameras, camcorders, internet music players, audio recorders, smart phones, PDAs and computers.

"The new ImageMate family reaffirms SanDisk`s commitment to the consumer by continuing to innovate and improve its products," said Nelson Chan, senior vice president of worldwide marketing. "The new ImageMates are even easier to set-up, are lower-priced and have a better performance. For example, the new CF ImageMate is priced at only $30 and is nearly 25 percent faster than its predecessor."

The new SanDisk CF ImageMate is the first CompactFlash reader on the market that supports the emerging Linux operating system. SanDisk`s CF ImageMate (which also reads CompactFlash Type II and MicroDrive cards) is USB compliant and supports Windows 2000. A parallel port CF ImageMate that supports Windows 1998 and NT 4.0 is also available.

In addition to the new CF ImageMate, SanDisk also introduced two new ImageMates for SmartMedia and MultiMediaCards and a new FlashPath(TM) floppy disk adapter for MultiMediaCards. Both ImageMates are available in USB and parallel port versions and will soon support Windows 2000.

SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.

Pricing and Availability

ImageMates

The new ImageMates will be sold under the SanDisk brand name in North America, Asia and Europe and are available now. The card readers will be sold at most of the 13,000 retail outlets that currently sell ImageMates and SanDisk flash memory cards and will retail at a cost of between $30 to $50 in the U.S. European pricing varies by country.

FlashPath

The FlashPath(TM) SmartMedia(TM) adapter is available now in the retail channel under the SanDisk brand label at a suggested retail price of approximately $75 to $100 in the U.S. European pricing varies by country. The FlashPath MultiMediaCard adapter will be available at the end of May.

[Pitu]

SanDisk to Supply JUMPtec With Flash Data Storage Chipsets for POS Systems, ATMs and Vending
Machines

SUNNYVALE, Calif.--(BUSINESS WIRE)--May 8, 2000--SanDisk Corporation (NASDAQ:SNDK) announced today it will
supply JUMPtec Industrielle Computertechnik AG, Deggendorf, Germany with flash memory chipsets for its embedded systems.
The SanDisk chipsets will be embedded in JUMPtec chipdisks used in POS (point of sale) terminals, banking (ATM) terminals,
medical monitors, telecom devices and other products.

JUMPtec, a leading supplier in the embedded computer original equipment manufacturer (OEM) market, will design new
products based on SanDisk chipset technology. The JUMPtec chipdisks, which will range in capacity from 8 megabytes (MB) to
160MB, will be distributed worldwide in Integrated Drive Electronic (IDE) compatible mass storage products.

SanDisk`s Managing Director of European Sales Heinz Schulte said, "By embedding SanDisk chipsets in JUMPtec`s products,
we expect JUMPtec will be able to create an entire new line of original products. JUMPtec is one of the premiere suppliers of
embedded computer products and SanDisk is a world leader in flash memory. This is a golden opportunity for JUMPtec to
develop advanced products."

"We are excited to have the opportunity to develop devices that contain SanDisk chipsets," said Hans Mulbauer, CEO of
JUMPtec. "The flash memory chips will be embedded into devices that consumers use everyday. These devices, such as ATMs
and medical equipment, are undergoing next generation upgrading to become faster and more efficient." JUMPtec develops and
markets miniaturized computer boards.

[Pitu]

SanDisk, Toshiba to form flash memory venture

MANASSAS, Va., May 9 (Reuters) - Japan`s Toshiba Corp. <6502.T> and SanDisk Corp.<SNDK.O> said Tuesday they would jointly form a new semiconductor company to produce advanced flash memory, primarily for digital cameras.

The venture is expected to produce over $1 billion in annual sales by 2002, the companies said.

The venture, FlashVision LLC, will use fabrication space at Dominion Semiconductor in Manassas, Va. Toshiba and SanDisk plan to spend about $700 million to equip existing fabrication space at Dominion. The investment costs and ownership of FlashVision will be shared equally by both companies.

Dominion would hire an additional 600 workers to handle production for FlashVision, with volume output of flash memories expected to start in the second half of 2001 and high volume mass production being achieved in 2002.

Electronics firm Toshiba and SanDisk, a supplier of flash data storage products, said they would each get 50 percent of Dominion`s flash memory production and would separately market and sell their share of the output.

By 2002, the flash memory production, designated primarily for use in digital cameras, digital music players and future generations of cell phones, is projected to be able to support more than $1 billion in annual sales, the companies said.

[Pitu]

Toshiba and SanDisk Sign Agreement to Invest $700 Million in Fab Plant to Produce Flash Memory
MANASSAS, Va.--(BUSINESS WIRE)--May 9, 2000--


New Company -- FlashVision LLC -- Is Created; 600 Workers To Be Hired At Virginia Fab

Toshiba Corporation and SanDisk Corporation (Nasdaq:SNDK) today signed an agreement to create a new semiconductor company -- FlashVision LLC -- to produce advanced flash memory, utilizing fabrication space at Dominion Semiconductor in Manassas.

Toshiba and SanDisk will each get 50 percent of Dominion`s flash memory production and will separately market and sell their share of the output of the joint venture production to their respective customers. The NAND memory wafers will primarily be used to manufacture flash memory cards for use in digital cameras, digital music players and future generations of cell phones. By 2002, the flash memory production capacity of the joint venture is projected to be able to support more than $1 billion in annual sales.

The agreement was announced today at a news conference in Manassas attended by Virginia Governor James S. Gilmore III, state and local officials, and business leaders and representatives from Toshiba, SanDisk and Dominion Semiconductor.

Yasuo Morimoto, president and CEO, Toshiba Corporation Semiconductor Company, welcomed the new joint venture and said, "FlashVision will bring together Toshiba`s advanced semiconductor process technologies and SanDisk`s original multilevel cell technology. The company will build on the excellent potential of NAND flash to produce cost-effective, next generation devices and can look forward to a very bright future."

Eli Harari, president and CEO of SanDisk, said, "It is an honor and a pleasure for SanDisk Corporation to participate today with Toshiba Corporation in the launching of this exciting FlashVision joint venture. In the short time we have worked with the Dominion manufacturing team, we are impressed with their high professionalism, dedication, warm hospitality and passionate desire to help us launch FlashVision right here at Dominion Manassas. The markets for the flash memory that will be manufactured at Dominion are projected to grow rapidly in the coming decade. SanDisk, Toshiba, the state of Virginia and the local government at Manassas are committed to work together with the Dominion team to make FlashVision a commercial success. I am confident that FlashVision will produce the most advanced and most competitive flash storage products in the world, thereby creating an engine of growth and prosperity for all participants."

Under the strategic joint venture, Toshiba and SanDisk plan to spend approximately $700 million to equip existing fabrication space at Dominion. The investment costs and ownership of FlashVision will be shared equally by both companies. Dominion expects to hire an additional 600 workers for production for FlashVision with volume production of NAND flash memories expected to start in the second half of 2001 and achieve high volume mass production in 2002.

In addition to the joint venture company, Toshiba and SanDisk will work together to develop 512 megabit (Mbit), 1 gigabit (Gbit) and 2 Gbit flash memories -- along with future generations of flash memories -- employing 0.16 and 0.13 micron process technologies. The flash memory devices will utilize SanDisk`s proprietary multilevel cell (MLC) flash technology. In addition, the companies will develop advanced controllers including Secure Digital (SD) Memory Card controllers. The agreement is expected to close no later than June 30, 2000, pending satisfactory completion of due diligence by SanDisk and Toshiba.

[Pitu]

Matsushita to offer SD Memory products from June

TOKYO, May 9 (Reuters) - Matsushita Electric Industrial Co Ltd <6752.T>, the Japanese electronics giant, said on Tuesday it will start selling SD Memory Card-based products in Japan from June to cash in on the Internet music boom.

The memory cards will be used in mini music players which can download and play music from the Internet, following the growing popularity of the medium due to the start-up of web site-based music distributors and in response to a similar device launched by rival Sony Corp <6758.T> last year.

Matsushita will launch the Panasonic SV-SD70 and SV-SD01 audio players on June 30 and July 10, producing 3,000 of each per month, before putting them on sale in Europe and the United States in July or August, a company spokesman said.

It will also introduce SD Memory Card-compatible desktop personal computers and e-mail terminals in July or August.

Matsushita will start selling 64 megabyte (MB) and 32 MB SD Memory Cards on June 30, producing up to 100,000 of each a month, and plans to launch 256 MB cards in the year starting April 2001, the spokesman said.

The SD Memory Card was developed by Matsushita, California-based SanDisk Corp <SNDK.O> and Toshiba Corp <6502.T> under an accord between the firms announced in August last year.

The SD is a postage stamp-sized flash memory card with built-in copy protection, a high-speed read-write rate, a large capacity to accomodate various types of media from audio visual content to other kinds of data, the company said.

Seventy to 90 companies including Hewlett Packard, Eastman Kodak, Motorola and Compaq are expected to introduce products compatible with SD Memory Cards, a Matsushita spokesman said.

Matsushita`s shares closed at 2,960 yen on Tuesday, down 10 yen or 0.34 percent.

Sony Corp launched its Memory Stick -- a chewing gum-sized memory card -- in February 1999. It launched its Memory Stick version of the portable Walkman music player last December

[ruebezahl]

Kann mir mal jemand sagen, warum Sandisk zur Zeit so out ist?

[Pitu]

trotz der seit einiger zeit völlig entgegengesetzten kursentwicklung ist silicon storage immer noch niedriger bewertet.

[MarkV]

Hallo Ruebezahl,
Deine Frage ist eng mit der Frage verwandt, bei welchem Wert ist Sandisk fair bewertet.
Zur Zeit entdecken viele Leute, daß daß die Hightech Titel zu großen Teilen überbewertet sind. Immerhin steckt hinter jeder Aktie ja auch ein realer Gegenwert, nämlich das Unternehmen. Nun muß man sich scho anstrengen um zu erklären, daß ein Unternehmen innerhalb von 6 Monaten 500% an Wert gewinnt, wie das bei vielen Technologieaktien wie z.B. auch bei Sandisk geschehen ist. Das ist faktisch gar nicht möglich. Natürlich kann in Einzelfällen die enorme Phantasie eine dermaßene Überbewertung rechtfertigen, aber sicher nicht in der gesammten Branche.
Die Korrektur kam, weil sie kommen mußte und genauso pauschal, wie der Anstieg.
Ich ärgere mich zwar auch, daß ich nicht bei 150 ausgestiegen bin, aber realistisch betrachtet bin ich seit Oktober letzten Jahres dabei und immernoch mit 250% im plus. Das kann sich doch sehen lassen, oder? Eine solche Performance wünsche ich mit für alle meine Aktien.
Ob wir in nächster Zeit noch einmal höhere Werte sehen werden liegt natürlich ganz daran, ob sich die derzeitige Skepsis hält, oder ob sich doch der Optimismus an den Börsen wieder einstellt.
Ich persönlich tippe darauf, daß wir jetzt erst einmal in einindifferentes Sommerloch fallen werden. Aber man soll ja immer optimistisch bleiben und ich denke mit Sandisk liegen wir auf jeden Fall richtig. Und wenn es noch zwei Jahre dauern sollte, bis wir die 150 $-Grenze wieder überschreiten, dann ist das vielleicht einem Zocker zu viel Geduld abverlangt, aber mir als Langfristig orientiertem Anleger erscheinen 130% in 2 Jahren als tolle Sache. Nichts desto trotz traue ich Sandisk doch deutlich mehr zu.

Ich laß mich auf jeden Fall nicht verrückt machen, auch wenn es noch ein klein wenig abwärts gehen sollte. Charttechnisch gesehen sollten wir allerdings jetzt im Tal angelangt sein. Leider hab ich kein Cash mehr, denn zur Zeit haben wir ein Sonderangebot.

Gruß,
MarkV

[ruebezahl]

Hi Mark V

ich stimme Dir hundertprozentig zu. Auch ich ärgere mich, daß ich sie nicht schon vorher verkauft habe. Aber hinterher ist man immer schlauer.
Und wenn ich im Herbst ` 99 gewust hätte, daß ich mit Sandisk 150% mache, dann hätte ich mir natürlich viel mehr ins Depot gelegt. Ich bin überzeugt von deren Produkten und der Vielfalt der Anwendungsbereiche und darum habe ich auch weiter überhaupt keine Bedenken.

[Pitu]

heute sieht`s ja wieder ganz ordentlich aus: intraday plus 10 % seit dem tagestiefst.
ich denke, die 90 $ sehen wir demnächst wieder, aber dann wird`s schwer.

[MarkV]

Hallo Pitu,
Dein Optimismus in Ehren, aber ich glaube eher daß sich der Sandisk -Kurs so wie in den letzten Tagen parallel zur Nasdaq entwickeln wird, und da sehe ich auf längere sicht nur ein nervöses Gezappel um die 3500 Punkte Marke. Erst im Herbst erwarte ich wieder steigende Kurse. Und ähnlich wird es auch unserer geliebten Sandisk ergehen. Nervöses Auf und Ab um die 75 Punkte.
Natürlich freue ich mich wenn Du recht behälst. Andererseits kann nicht jedes Pferd im Stall jeden Tag gewinnen und zur Zeit freue ich mich einfach über meinen zweiten Liebling Singulus.
Natürlich gebe ich aber kein Stück Sandisk ab!

Gruß,

MarkV

[Pitu]

Japan 99/00 PC card shipments up 14 pct yr/yr

TOKYO, May 18 (Reuters) - Japan`s shipments of PC cards rose 14 percent from a year earlier to 5.22 million in the year
ended on March 31 in line with increased demand for digital cameras and personal computers (PCs), an industry association said
on Thursday.

The shipments rose 83 percent in value terms from a year earlier to 30.20 billion yen ($277.7 million), the Japan Electric Industry
Development Association (JEIDA) said.

PC cards include card-type modems and memory cards for use in notebook PCs and digital cameras, for which domestic
demand rose sharply last year due to increased use of the Internet e-mail.

Demand for use as memories for Web-based music devices that can download and play music from the Internet also helped to
boost PC card shipments, an association official said.

The association expects shipments in 2000/01 to rise 19.5 percent from a year earlier to 6.24 million units, worth 32.5 billion
yen, up 7.6 percent from a year ago, he said.

The figures are based on a survey of 48 Japanese distributors and makers of PC cards including Iwatsu Electric Co Ltd
<6704.T>, NTT Data Corp <9613.T>, Kyocera Corp <6971.T>, Omron Corp <6645.OS>, SanDisk Corp <SNDK.O>,
Canon Inc <7751.T>, Sharp Corp <6753.T>, Toshiba Corp <6502.T>, Matsushita Electric Industrial Co Ltd <6752.T> and
NEC Corp <6701.T>, Hitachi Ltd <6501.T> and Murata Mfg Co Ltd <6981.OS>.

[domrep]

Sandisk steigert seine Quartalsumsätze um durchschnittlich 25% von Quartal zu Quartal. Die momentane Bewertung liegt bei 4,4 Mrd. US$, der Umsatz von Q1 liegt bei 110 Mio. US$, der geschätzte Gesamtumsatz in 2000 dürfte somit konservativ bei ca. 500-600 Mio. US$ liegen.
KUV 2000: 7-9
Sandisk hat eine Rohertragsmarge von ca. 40% und eine Nettorendite von ca. 12%...beides leicht ansteigend, da das Umfeld für FlashMemory explosiv wächst. Bsp. aus anderer Branche: Intel kommt zum Beispiel auf 58% Rohertragsmarge, der Verfolger AMD auf 48% (nach 28% vor noch 5 Quartalen). Man sieht, daß auch im Hardwaregeschäft hohe Roherträge erzielt werden können, denn solche Margen kennt man sonst nur von Softwarebuden (Microsoft 86%, i2 76%, Siebel 75%). Aufgrund des Marktwachstums und der neuen Anwendungsmöglichkeiten für Flash in Consumer Products wie Digitalkameras, Handys, Palmtops, Handhelds, MP3-Player wie z.B. Casio-Uhr etc. ist in den nächsten 2-3 Jahren wohl immer noch mit einem Nachfrageüberhang zu rechnen. Erst dann dürfte der Schweinezyklus aufgrund von bis dahin installierten Überkapazitäten (man schaue auf die neuesten News von Toshiba und Sandisk, auch Samsung legt los) wieder abwärts gehen und die Margen fallen wieder. Bis dahin wird ein wohl explosives Umsatzwachstum von konstanten bis leicht steigenden Margen begleitet sein. Billige Konkurrenztechnologie ist mir keine bekannt. Der jetzige Exzess bei den Chip-Herstellern, bei dem auch alte Nachzügler wie AMD (ohne Markenaufbau) die Rohertragsmargen von ehemals 20% auf über 40% heben können, ist ein Vorgeschmack auf die zukünftige Entwicklung bei den Speichermedien für Konsumentenprodukte, denn auch Sandisk konnte in den letzten 5 Quartalen die Nettorendite vor St. von 9,8% auf zuletzt 15% steigern.
Meine Prognosen: Umsatz/Gewinn...KUV/KGV bei heute 4,4 Mrd. Marktkap.
Prämissen: ..Q-Umsatz-Wachstum 25%/20%/15% für 2000/01/02
.............Nettorendite: 15%/15%/15% für 2000/01/02
2000: 634 Mio. / 95 Mio. ...KUV:7/KGV:46
2001: 1.382 Mio. /208 Mio. ...KUV:3/KGV:21
2002: 2.558 Mio. /384 Mio. ...KUV:2/KGV:11
Ich bau jetzt wieder Positionen auf...65$ ist auf Sicht von 2-3 Jahren ein Geschenk, wenn die Annahmen stimmen.

Meinungen, Kritik, Anregungen?

Gruß aus der DomRep

[Tenno1]

Halloechen!!!!!!!
Ich liebe Geschenke!!!!!!!
Besonders wenn sie sich vervielfachen.
Saubere Sache mit Sandisk.
Wir sind am Anfang. Der Bedarf wächst auf das Hundertfache in 2012 von dem von 2001 mit 1Mill. Speichercarts. Und die Lizenz für die jetzige Generation hat nur einer. Und die erlischt nicht so schnell.
Ölt die Gelddruckmaschine. Ihr alle kommt vor Lachen abends nicht mehr zum Schlafen. Ich habe über gewichtet und grinse schon leicht. Wahnsinn!!!!!!!!!

Gruß an alle die drin sind oder rein wollen.

Tenno1

[MarkV]

Hallo Leute,

habe heute morgen noch mal für 63,5 EURO nachgekauft weil ich dachte, daß es nun wirklich nicht mehr tiefer gehen kann und was passiert?
Die Nasdaq bricht weiter zusammen und Sandisk reiht sich wieder in den Abwärtstrend mit ein.

Naja, man muß schon riesen Dusel haben, um genau den tiefstkurs zu treffen. Was meint Ihr wie weit es noch runter geht?

ich denke 50$ wird eine kritische Marke sein.

Gruß,

MarkV

[Tenno1]

Guten Tag!

Auffanglinie soll laut Meinung meines Bankers bei 47 $ liegen.
Hoffentlich hält die.
Ich kauf morgen das Doppelte nach.

Gute Kurse

Tenno1

[MarkV]

LG Information and Communications MP3 Cell Phone Uses SanDisk
MultiMediaCard to Store Music

CyON MP3 is World`s First Integrated Cell Phone-MP3 Player

SUNNYVALE, Calif.--(BUSINESS WIRE)--May 22, 2000--LG Information and Communications has introduced the world`s first integrated cell phone-MP3
Internet music player that uses the SanDisk flash memory MultiMediaCard to store audio and data. The device is called the CyON MP3, LG-P810. A stamp-sized
SanDisk 16 megabyte (MB) or 32MB MultiMediaCard will be bundled with each device sold.

The innovative CyON is compatible with most digital audio players, because it uses the standard MultiMediaCard and MP3 formats. Users can interchangeably
use their MultiMediaCards from their MP3 players with the CyON and either play pre-recorded songs or download music directly to their phone.

Nelson Chan, SanDisk senior vice president of worldwide marketing, said, ``Introduction of the CyON MP3 is a major endorsement of the removable
MultiMediaCard as a storage standard for the cell phone and Internet player markets. We believe that in the future, most cell phones will have the capability to
play digital audio and will require a memory card slot for added device capability. SanDisk co-invented the MultiMediaCard and currently is the world`s largest
supplier of the flash memory card.``

The user-friendly phone has an LCD remote control and a simple one-touch button that activates the audio player. Using CyON`s LCD remote, which is attached
to the earphones, users can make calls, check call lists and listen to music. In addition, CyON`s charger has a built in mini-audio component that can play music or
the radio while the phone is recharging.

Currently, the CyON MP3 is available only in Korea. It has not been determined when the device will be available in other parts of the world.

SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital
imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.

The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption
``Risk Factors`` in the company`s annual report on Form 10-Q filed with the securities and Exchange Commission. The company assumes no obligation to update
the information in this release.

SanDisk`s web site/home page address: http://www.sandisk.com

[Pitu]

ist das eine geniale meldung oder verstehe ich da etwas falsch ..?


SanDisk`s Flash Memory Cards to be Supported by QUALCOMM`s CDMA Chipsets and System Software
SUNNYVALE, Calif.--(BUSINESS WIRE)--May 23, 2000--


SanDisk MultiMediaCards To Provide Storage For Next-Generation Wireless Internet Mobile Phones

SanDisk Corporation (Nasdaq:SNDK), today announced that QUALCOMM Incorporated (Nasdaq:QCOM), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, will provide support for flash storage MultiMediaCards, co-invented by SanDisk, in QUALCOMM`s CDMA chipsets and system software solutions.

The announcement marks QUALCOMM CDMA Technologies` (QCT) initial support for a removable storage card in its CDMA chipsets and system software.

The first QCT product that will utilize the stamp-sized MultiMediaCard will be the MSM3300(tm) Mobile Station Modem (MSM(tm)) solution, the first multimedia-enabled chipset and system software solution. With built-in support for the MultiMediaCard, the MSM3300 solution features the highest level of integration of multimedia features available for mobile phones, providing Global Positioning System (GPS) satellite location information, wireless communications based on the Bluetooth standard, and multimedia audio such as MP3 music and Musical Instrument Digital Interface (MIDI)-based multimedia software. An interface for MultiMediaCard storage will be built into the MSM3300 solution, allowing future phones to store CD-quality music, mapping information from a geographical navigation service, voice mail and data from other applications.

SanDisk is the world`s largest supplier of removable flash memory MultiMediaCards. They are currently available from SanDisk in 8, 16, 32 and 64 megabyte (MB) capacities. The compact size (36mm x 43mm x 3.3mm) and low power requirement of the 2.7 volt SanDisk flash memory MultiMediaCard makes it an ideal storage medium for battery-powered devices such as mobile phones.

Johan Lodenius, senior vice president of marketing and product management for QUALCOMM CDMA Technologies, said, "The ultra-small SanDisk MultiMediaCard, offering mass storage in a rugged, standards-based format, was a logical choice. QUALCOMM expects that the MultiMediaCard will be a key enabling technology for future wireless technology."

Nelson Chan, SanDisk`s senior vice president of marketing, said, "QUALCOMM`s support for the SanDisk MultiMediaCard reflects the exploding market for Internet smart phones. Our advanced flash memory cards enable manufacturers and service providers to greatly expand functionality and differentiate their products, enhancing a new generation of ultra-portable devices with removable MultiMediaCard slots. These slots will offer users wireless communications, Internet access, GPS position location, multimedia music and much more."

[MarkV]

Hallo Leute,
kennt Ihr eigentlich die Netto-Gewinn-Entwicklung von Sandisk?!



MarkV

[Pitu]

wenn ich mir die perspektiven und kooperationen der letzten wochen und monate ansehe, dürfte der gewinn noch an dynamik zulegen.

[Pitu]

vorher noch davon geredet, schon die nächste kooperation:


SanDisk CompactFlash Cards Find New Home in Weave Innovation`s StoryBox Smart Picture Frame

SUNNYVALE, Calif.--(BUSINESS WIRE)--May 24, 2000--SanDisk Corporation (NASDAQ:SNDK), today announced a new mass consumer application for its industry-leading CompactFlash(TM) (CF(TM)) memory card - digital picture frames. The first internet-connected picture frame to utilize the CompactFlash card, the StoryBox(TM) Smart Picture Frame, has been introduced by Weave Innovations.

The removable CompactFlash card, invented by SanDisk, will store images that can either be viewed one at a time or as a slide show, changing as often as the viewer dictates. The StoryBox Smart Picture Frame has the capability, due to an embedded controller, for the owner to remove the CompactFlash card from their digital camera, insert it into the frame and retrieve, transfer, print or share the images without the assistance of a personal computer.

StoryBox frames connect to the StoryBox Network through a normal telephone line. By using the frame and storing images on a CF card, users are able to send their pictures via the StoryBox Network to other StoryBox Smart Picture Frames as well as e-mail and photo sharing websites. Once connected, the StoryBox Network updates consumers` StoryBox Smart Picture Frames with personalized content from E!Online, MSNBC.com, SportsLine.com, Traffic Station and The Weather Channel.

Craig Rotbert, a SanDisk product manager, said, "The StoryBox Smart Picture Frame is an exciting product and gives the CompactFlash standard another unique product win. More than 260 other products have already been introduced with CompactFlash card slots including digital cameras, handheld computers, MP3 Internet players, printers, vehicle navigation systems, pay phones and medical monitors. We expect that over time, these digital picture frames will become very popular and will accelerate the sale of SanDisk CompactFlash cards."

"The CompactFlash design provides the StoryBox Smart Picture Frame with two key competitive advantages," said Mark Hoffman, senior director of marketing and customer service, Weave Innovations, Inc. "By incorporating CompactFlash in the StoryBox design, digital camera owners can take their CompactFlash cards right out of the camera and put it into the StoryBox to instantly view and share pictures with friends and family. Also because of the design decision, our product is the only internet enabled picture frame that can send and print digital pictures without the aid of a PC."

Kodak branded StoryBox Smart Picture Frames will be available at retail this summer with a suggested retail price of $299.

Founded in 1998, Weave Innovation is focused on creating new categories of interpersonal communication products powered by innovative technologies that are transparently woven into people`s lives. The Weave Innovations management team consists of experienced executives and engineers from storied Silicon Valley-based companies, such as Intel Corporation, Silicon Graphics Inc., and Sun Microsystems. Investors include Maveron LLC, Eastman Kodak Company, Pacific Century CyberWorks, The Phoenix Partners, Peterson Ventures and Ridge Ventures.

[Pitu]

scheint, als haben die amis ihr hirn nun völlig ausgeschaltet und verkaufen blind ...

[Pitu]

na also! intraday plus 20 %! geht doch! weiter so!

[MarkV]

Hi Pitu,
war wohl nix, leider scheint an Deinem vorletzten Posting was wahres dran zu sein.
Wenn die so weitermachen........
Also ich stell jetzt einfach mal `ne Kauforder mit Limit 40 EURO ins Depot. Vielleicht gibts ja doch noch sowas wie Weihnachten im Sommer.

MarkV

[Erbse1]

Hallo liebe Sandisk Freunde, hallo DomRep !
Ich teile deine Einschätzung zum Gesamtumsatz, allerdings habe ich Zweifel, was die Gewinne anbetrifft. Alle Flash Memory Hersteller, ob Intel, AMD, Fujitsu, Sandisk mit Toshiba haben den Ausbau der Produktionskapazität angekündigt. Spätestens in einem Jahr dürfte die Kapazität voll befriedigt werden und ich erwarte schon dann sinkende Gewinne aufgrund eines Überangebots. Besonders hart getroffen hat es ja Sandisk in der Korrektur, aber ich glaube das die vorher genannten Gründe dafür der Hauptgrund sind. Auf diesem Kursniveau halte ich aber Sandisk für absolut unterbewertet und habe mir neben Silicon Storage auch Sandisk als reinen Flash Memory Hersteller ins Depot gelegt. Für Sandisk spricht auch das sie Kunden von Silicon Storage abwerben konnten. Es gibt viele Gründe die für Silicon Storage sprechen aber auf dem jetzigen Kursniveau auch viele Gründe für Sandisk. Ich wünsche uns allen das Die Flash - Memories immer knapp bleiben mögen und allen gute Gewinne. Liebe Grüße Erbse1

[Pitu]

derzeit besteht ein absoluter magel an allem, was mit flash-memory zu tun hat. die flash-memories werden teilweise den abnehmern zugeteilt. natürlich läuft die produktion auf hochtouren und die kapazitäten werden ständig erweitert, aber gleichzeitig kommen immer mehr produkte auf den markt, die mit flash-memories arbeiten. außerdem wird die technologie in einem rasenden tempo weiterentwickelt, und alle neuen produkte werden jeweils für die neueste flash-memory-generation ausgelegt sein. irgendwann geht der zyklus wohl auch wieder nach unten, wie wir das ja vom halbleitergeschäft kennen, aber im flash-memory-bereich wird das meiner einschätzung nach noch etliche jahre dauern.

[ruebezahl]

SanDisk Will Supply MultiMediaCards for New THOMSON Digital Camcorders

SUNNYVALE, Calif., May 30, 2000 (BUSINESS WIRE) -- SanDisk Corporation (NASDAQ:
SNDK) announced today that it will supply THOMSON multimedia (NYSE: TMS) with
flash memory MultiMediaCards for the new line of THOMSON digital camcorders. The
removable stamp-size card will be used to capture and store still digital
images, which can later be transferred to a PC or printer.

Each digital camcorder will be sold with a 16 megabyte (MB) SanDisk
MultiMediaCard to be used primarily for editing and archiving digital images.
The camcorder also serves as a digital still camera, as users will be able to
capture still pictures by pausing the moving feed.

"By incorporating the SanDisk MultiMediaCard into its digital camcorders,
THOMSON multimedia is demonstrating the versatility of the card," said David
Guidry, SanDisk product manager. "The SanDisk MultiMediaCard is evolving into a
universal solution for video, imaging and sound mediums."

Gregory Bourdet, manager CCR & New Product, THOMSON multimedia Europe, said,
"The SanDisk MultiMediaCard allows the camcorders to function as both a video
camera and a digital still camera. By incorporating the MultiMediaCard, the user
can easily transfer digital images onto his or her desktop computer. They can
also make an archive of the footage on the card to be kept and viewed for the
life of the card."

The new THOMSON camcorder kits contain all elements of video production. The
kits include: SanDisk MultiMediaCard, SanDisk ImageMate(TM) card reader, miniDV
tape, and editing software and hardware.

The three new camcorders - THOMSON VMD9, VMD10 and VMD20 -- are currently
available at retail outlets in Europe. The camcorders range in price from 1,980
to 2,437 Euros.

SanDisk Corporation, the world`s largest supplier of flash data storage
products, designs, manufactures and markets industry-standard, solid-state data,
digital imaging and audio storage products using its patented, high density
flash memory and controller technology. SanDisk is based in Sunnyvale, CA.

With 55,000 employees in over 30 countries, THOMSON multimedia is the fourth
largest global supplier of consumer electronics products. The group has four
main activities: displays and components, consumer products, new media and
services, and patents and licensing. Within its activities, THOMSON multimedia
develops, manufactures and sells television displays and components, consumer
products such as televisions, VCRs, camcorders, audio and communications
products, digital decoders, DVD players and professional video equipment.

The matters discussed in this news release contain forward looking statements
that are subject to certain risks and uncertainties as described under the
caption "Factors That May Affect Future Results" in the company`s annual report
on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and
Exchange Commission. The company assumes no obligation to update the information
in this release.

Note to Editors: CompactFlash and CF are trademarks of SanDisk Corporation.

All trade names are either registered trademarks or trademarks of their
respective holders. SanDisk`s web site/home page address:
http://www.sandisk.com.

[Pitu]

vorbörslich 60 15/16 $
heute könnte der ausbruch aus einem dreimonatigen abwärtstrend gelingen!

[Pitu]

vorbörslich 72 5/8 $
ausbruch aus dem abwärtstrend gestern geglückt. der weg ist frei bis 90 $.

[Pitu]

heute hat sandisk sich bei einem plus von 20 % kräftig den kopf an der 38-tage-linie gestoßen.
zum schluß waren es dann "nur noch" plus 9 %.
aber der nächste anlauf kommt bestimmt!

[domrep]

Der CEO von Sandisk hat ein Videointerview auf on24.com gegeben und die fantastischen Wachstumschancen der Zukunft erläutert:
Camcorder, MP3-Player, Palms und das gute alte Handy! In der Zukunft soll evtl. jedes Handy mit einem Flash ausgestattet werden,
um somit als MP3-Player, Diktiergerät und universelles Speichermedium zu fungieren. Außerdem ist denkbar, daß mit GPRS und
UMTS neue Handy-Dienste angeboten werden, die Flash im Handy erforderlich machen. Mal abwarten...
Gruß aus der DomRep

PS: Erbse 1, tatsächlich könnte es aufgrund von momentan aufgebauten Kapazitäten schon bald zu Überkapazitäten kommen...
allerdings baue ich auf den Erfolg von Palms, Handys und MP3, somit wird die Nachfrage aus meiner Sicht noch einige Jahre das
Angebot übertreffen. Außerdem ist mit 16 MB-Standard-Flash auch kein Blumentopf mehr zu gewinnen, Sandisk wird hoffentlich
das Rennen um immer mehr Speicher anführen.

[Pitu]

Amkor to Assemble Multi-Media Cards for SanDisk

CHANDLER, Ariz.--(BUSINESS WIRE)--June 5, 2000--SanDisk Corporation`s (Nasdaq: SNDK) multi-media card (MMC),
which places more flash memory into a smaller, easier to use package, owes its growing consumer demand to SanDisk`s own
pioneering semiconductor technology and the advanced module packaging techniques developed by Amkor Technology, Inc.
(Nasdaq: AMKR).

The postage stamp-sized multi-media card, which is assembled by Amkor, is slightly thicker than a credit card and half the area
of competing cards. It provides re-writable memory for many of today`s portable multi-media devices, including internet music
players, digital camcorders and still cameras, cellular telephones, personal digital assistants (PDAs), and other new devices
currently growing in popularity worldwide.

A single 32-megabyte memory card holds the equivalent of a full compact disk of music, 480 minutes of voice-only audio or
24,000 pages of double spaced text. Higher-capacity Amkor-assembled memory cards of the same size and format are
expected to be available later this year. More than 80 companies worldwide currently produce products that rely on multi-media
cards for their solid-state storage.

"The joint effort by Amkor and SanDisk to increase manufacturing capacity within a short window is one example of Amkor`s
expanding efforts in System in Package module manufacturing," said Patrick McKinney, senior vice president of business
development and marketing for Amkor`s modules group. "We are leveraging Amkor`s semiconductor package assembly
capability with surface mount technology and a supply management program to benefit the marketplace."

Amkor`s modules group assembles the cards in 16- and 32-megabyte capacities using SanDisk-developed IC die, components
and substrates. By mid-summer, Amkor will begin providing components and substrates for SanDisk through a turnkey supply
chain management program.

Amkor is increasing its assembly and test capacity for flash storage cards to achieve higher storage densities, including the use of
stacked die, to meet growing market requirements from SanDisk and other customers.

"We look forward to rapid market acceptance of the MMC form factor and being able to meet SanDisk`s increasing volume
requirements as the multi-media card demand grows," McKinney said.

About Amkor Technology:


Amkor Technology, Inc. is the world`s largest provider of contract microelectronics manufacturing solutions. The company offers
semiconductor companies and electronics OEMs a complete set of microelectronic design and manufacturing services, including
deep sub-micron wafer fabrication; wafer probe, wafer mapping, characterization and reliability testing; IC packaging design and
assembly; multi-chip module design and assembly; and final testing. More information on Amkor is available from the company`s
SEC filings and on Amkor`s web site: www.amkor.com.

[MarkV]

Hallo Leute,
gibt`s irgend etwas neues bei Sandisk?
So etwas hab ich noch nie gesehen, an der Nasdaq schließt Sandisk mit 3 1/2 % im minus und in Deutschland steigt der Kurs am Tag darauf um 3%.
Versteh ich nicht.

Gruß,
MarkV

[domrep]

Hallo!
Wer hat sich beim letzten Kursgewitter denn herausschütteln lassen und zaudert nun mit sich selbst?
Chart:

Der Chart (sofern er hier gezeigt werden kann) läßt positives erhoffen, denn SNDK ist am langfristigen Trendkanal abgeprallt und
sollte sich in Richtung alter Höchststände machen. Wenn das Marktumfeld mitspielt...
Branche:
Im Bereich der Halbleiter wurden sämtliche Wachstumsprognosen in den letzten Wochen nach oben korrigiert. Außerdem haben
Branchenbeobachter den Flash-Markt als heißesten Sektor innerhalb der Branche identifiziert. Trotz Intel, Atmel und anderen Big Playern
an der Front sind es doch die kleineren Anbieter, die hier das Rennen machen (Sandisk, Silicon Storage). (Quellen: CBSmarketwatch,
techweb.com, ragingbull, siliconinvestor, yahoo.com). EInige Marktbeobachter gehen von einer Verdreifachung des Flashumsatzes in
den nächsten drei Jahren aus. Geld können allerdings nur diejenigen verdienen, die hohe Speicherkapazitäten anbieten. HIER liegt der
Vorteil von SNDK: Mit der neuen 16-Micron-Produktionstechnologie sollten preiswerte Flashs mit hoher Kapazität angeboten werden können.
Vergleich: Intel will nun erst auf 18 Micron aufrüsten...ich bin zwar Techniklaie, doch das bedeutet einen größeren Abstand zwischen
den Leiterbahnen und somit weniger Speicherausbeute auf den Silicon-Wavern, richtig?
Marktumfeld:
Die Zusammenarbeit mit Qualcom läßt vermuten, daß Flash zukünftig auch beim Mobilfunk benötigt wird. Das sind vollkommen neue
Marktpotenziale, die bislang noch unberücksichtigt waren. "Alte Anwendungen": Camcorder, Digi-Cameras, MP3-Player

Ich bleib dabei...

Gruß aus der DomRep

[domrep]

Und noch ein aktueller Nachtrag:
Sandisk beliefert Visteon mit CompactFlash für Automobil-Computer. Visteon ist der ausgegliederte Zulieferkonzern von Ford und will
ab jetzt On-Board-Computer für Autos anbieten, die mit einem Windows CE System und Speicher von Sandisk ausgestattet sind.
Wenn das hinsichtlich Marktpotenzial und Umsatzvolumen erst mal durchgerechnet worden ist, dann gehen die Preise und Volumen für
Flash in die Höhe...Sandisk definitiv auch!
Gruß aus der DomRep

Hier das Original:
anDisk Corporation SNDK announced today that its CompactFlash(TM) (CF(TM)) storage card has been
selected by Visteon Corp. as the storage device in Visteon`s new in-vehicle computer system called ICES
(Information, Communication, Entertainment, Safety and Security System).

A 64-megabyte (MB) SanDisk CF card will be embedded in the system and will store an automotive version
of WinCE and applications used to obtain real time news, stock, weather, traffic reports and other
information.

ICES, Visteon`s in-car computing system, provides a fully-integrated, voice-activated, mobile computing and
multimedia platform. The system consists of an open hardware and software electronics architecture that
makes possible a wide variety of features ranging from e-mail and Internet access to emergency calls and turn
by turn navigation. Powered by Microsoft Windows CE for Automotive, an Intel(R) Pentium Processor, and
with the use of simple voice commands engineered by Visteon Voice Technology(TM), ICES allows drivers
to operate such features as mobile communications and audio controls.

Nelson Chan, SanDisk`s senior vice president of worldwide marketing, said, "Visteon`s ICES system is an
innovative system that will enhance the automotive experience and allow people to be more productive in their
vehicles. By choosing the SanDisk CF card, Visteon has given both SanDisk and CompactFlash a significant
vote of confidence."

The new vehicle computer system is currently available in the aftermarket to fleet customers.

[Pitu]

CNBC- POWER LUNCH

SANDISK (SNDK) PRESIDENT AND CEO ELI HARARI ON FLASH DATA STORAGE

JUNE 12, 2000

SUMMARY: Harari comments on flash data storage used in electronic systems. Harari says the company`s cards add new
functionality to cell phones. Harari talks about the company`s growth rate.

Bill: SanDisk is the world`s biggest supplier of flash data storage devices. Its products include removable and embedded memory
cards used in everything from digital cameras, cell phones and even some MP3 players. This gee-whiz technology makes it faster and
easier to access pictures and data here is one you can use in computer and other devices. We`ve received a lot of viewer email about
SanDisk, so by request here to talk about his company is President and CEO Eli Harari, joining us from Mountain View, California this
afternoon. Thank you, for joining us.

Good morning, Bill.

Bill: Remember the 5 1/4 floppy and the 3 1/2 inch. Here is one more to show you. I showed this one, it holds 192 mega bits. Watch
this guy, this thing is a postage stamp that holds 64 mega bits.

That`s right.

Bill: How much smaller can they get?

Not any smaller.

Bill: Are you sure?

That is as small as they need to get to fit into a cell phone.

Bill: This does go for a cell phone. Which way does it go, the cell phone makers set a standard you meet or do you set the standard
they have to meet?

We work together. The whole idea is you want to make sure the Nokia, Ericsson, Motorola, Qualcomm, NTT Docomo, Worldwide and
Siemens that they all have one standard, which makes it possible for consumers to be very happy with the product.

Bill: What am I storing, email and phone numbers and things.

Yes, but you can also store music, one of the 64 megabyte cards holds a complete hour of music, in the future, video, movies the
whole thing. Basically just about any kind of digital data.

Bill: I have an email question along these lines, I will pose this question through Ted: How will the extreme shortage of flash memory
cards effect your sales and revenue, how bad is it right now?

It is pretty tight. Supply is very tight. I think it is going to loosen up in the second half of the year. We are taking a lot of steps to bring
up additional chance capacity. We think it is going to get better in the second half and significantly better next year.

Bill: Are customers on allocations right now?

Yes, customers on allocation. We could sell more, but that is true for the rest of the industry. The whole semiconductor industry is
very, very hot today. The growth rate projected for the next several years is immense. The entire industry will grow from $150 billion
this year to about $300 billion in two or three years from now.

Bill: Is your growth rate essentially being capped by this, the fact you have to allocate to customers?

To a certain extent, but we are growing still at a very, very rapid rate. We are bringing up additional capacity. We have signed a major
manufacturing agreement with Toshiba that will add basically triple our manufacturing capacity in the next two years.

Bill: Here is a question from Tom, he wants to know how you compare the future demand from compact flash memory to flash ram and
how is SanDisk strategically positioned to is have a competitive advantage in each?

We are not competing in the flash ram, which is the chip that goes into a disk drive. We are in the number one in the card business
for removable flash storage where we are the number one market share player that technology is very, very specialized. We think in
that market we are the number one and have the best technology, the best intellectual property and we think we are very, very well
positioned to benefit and prosper from the growth that we see for the next five to ten years.

Bill: Rocky asks: what is the difference between using removable flash card storage and using embedded flash.

It is very simple. You want the cell phone to be as cheap as possible because it is given away for free and you want the card to add
functionality. For example, it is $2 more to add a connector for; this is a cell phone.

Bill: Hold it closer to your face we will be able to see it.

This is a cell phone, you add a $2 for a connector and with that you can make a music player this. This is an MP3 cell phone and you
really don`t want to incur the costs with this card with every phone because not every person wants it to be a music player.

Bill: It is one of those situations, I always ask a CEO like you, you can do it but will I do it. Do I want to play music on a phone if the
batteries will the dead after a few minutes after listening to the music?

The batteries won`t be dead until--.

Bill: They have to be enlarged -.

No that is the beauty of flash memory. It consumes almost no power and has a 2% drain on the battery for playing one hour of music.
There is really no issue with the battery or the technology it is about the costs and getting the costs down.

Bill: He writes: you and the officers at SanDisk sold over 30 million dollars worth of your stock, how can I expect good things from your
company in the future when there is this kind of selling? Is it normal? A lot of times CEOs and directors sell for estate planning
purposes. Sometimes it is not?

I can speak for myself. I have the majority of high assets tied up in SanDisk. It would take me at the rate of my quarterly sales it would
take 14 years to liquidate my assets. So, I feel very, very bullish about SanDisk`s future.

Bill: Nice to see you. Thank you for joining us.

Thank you.

Bill: Eli Harari, the president and CEO of SanDisk, joining us today from Mountain View, California. Taking a look at how shares of
SanDisk have traded over the past 12 months down 1 1/2 %.

[Pitu]

Matsushita ties with RealNetworks on online music

TOKYO, June 13 (Reuters) - Japanese electronics giant Matsushita Electric Industrial Co <6752.T> said on Tuesday it had joined
hands with RealNetworks <RNWK.O> of the U.S. on new technology used for music distribution via the Internet.

Matsushita, the world`s biggest consumer electronics manufacturer, said its memory storage and music distribution technology will
be used for RealJukebox, a popular jukebox software developed by RealNetworks.

Matsushita will use the RealJukebox software in its new audio player to be released in North America later this year. It uses Secure
Digital (SD) Memory Card, a small-sized memory storage card developed by Matsushita, Toshiba Corp <6502.T> and U.S.-based
SunDisk Corp <SNDK.O>.

The move came just when Matsushita`s SD camp and its arch rival Sony Corp`s Memory Stick have been vying to dominate the
fast-growing market for memory devices using flash-memory chips, which retain under date even if the power source is cut off.

The announcement came after the Tokyo stock market had closed. Matsushita shares ended up 1.73 percent to 2,650 yen.

((Tokyo Equities Desk [phone] [e-mail]))

REUTERS

[ruebezahl]

Und der nächste Kunde:


SanDisk to Supply MultiMediaCards for New Openers Portable MP3 Internet Music Player


MONDAY, JUNE 19, 2000 9:17 AM
- BusinessWire

SAN DIEGO, Jun 19, 2000 (BUSINESS WIRE) --

Hanzoom Digital Music Player Features Support for Both
MultiMediaCard and the Secure Digital Memory Card

SanDisk Corporation (Nasdaq:SNDK) announced today that it will supply OPENERS Co., Ltd. of South Korea with its
MultiMediaCard for storage of MP3 audio in the "hanzoom(TM)" DMP-2000 Digital Music Player. Hanzoom, which
means "handy" in Korean, is an Internet music player featuring two flash memory card slots capable of supporting
both the MultiMediaCard as well as the upcoming Secure Digital (SD) Memory Card.

The announcement was made at the MP3 Summit trade show. SanDisk is demonstrating products, including the
hanzoom, in booth No. 45.

Available in a range of colors including Black, Gray, Indigo and Vivid Yellow, the hanzoom DMP-2000 is an advanced
MP3 music player packaged in an ergonomic and user friendly design featuring a rubber cover that doubles as a
sure-grip handle and a shock absorbing jacket for extra durability. In contrast to most digital audio players available
today, the hanzoom supports multiple audio formats in addition to the popular MP3 including Windows Media Audio
(WMA) and soon, MPEG-2 Advanced Audio Coding (AAC). Since WMA produces smaller files and encodes faster
than earlier audio codes, the players double the compression space and are able to store twice as much data as
most other digital players that supports only MP3.

"With support for both MultiMediaCard and the SD Memory Card, the hanzoom DMP-2000 is an appealing Internet
music player offering consumers the opportunity to easily migrate from today`s most popular digital audio memory
card to tomorrow`s most advanced e-commerce secure storage platform," said Nelson Chan, senior vice president of
worldwide marketing at SanDisk. "The hanzoom further confirms the popularity of the MultiMediaCard as more than 75
new Internet music players have MultiMediaCard slots."

S.W. Kim, president of Openers Co. Ltd., said, "The ultra-compact size, low power consumption, and proven
performance and reliability of SanDisk`s MultiMediaCard make it an ideal match for the hanzoom DMP-2000. The
combination of long battery life, a young and energetic design, together with support for the most popular digital audio
file formats as well as SDMI will enable hanzoom to open a new world of digital music to our customers."

SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets
industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash
memory and controller technology. SanDisk is based in Sunnyvale, Calif.

The matters discussed in this news release contain forward looking statements that are subject to certain risks and
uncertainties as described under the caption "Factors That May Affect Future Results" in the company`s annual report
on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company
assumes no obligation to update the information in this release.

Note to Editors: All trade names are either registered trademarks or trademarks of their respective holders.

SanDisk`s web site/home page address: http://www.sandisk.com

CONTACT: SanDisk
Bob Goligoski, 408/542-0463
[e-mail]
Nelson Chan, 408/542-0456
[e-mail]

[rd1000]

Was für Kurziele bis wann habt ihr denn so?

mfg, rd1000

[Pitu]

CompUSA Will Sell SanDisk Flash Memory; MultiMediaCards and Card Readers

SUNNYVALE, Calif.--(BUSINESS WIRE)--June 26, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today that CompUSA Inc., will sell SanDisk`s stamp-sized, flash memory MultiMediaCards and ImageMate(TM) card readers for the MultiMediaCard.

The MultiMediaCard, which SanDisk co-invented, is emerging as a popular consumer product today for storage of MP3 music in more than 75 Internet music players as well as for use in digital camcorders and smart cell phones.

Ed Moro, SanDisk`s director of North American retail sales, said, "Comp USA is committed to the Internet player market and offers consumers a wide choice of player devices and systems. SanDisk is the world`s largest supplier of the MultiMediaCard."

Comp USA is one of the nation`s leading retailers and resellers of personal computers and related products and services. The company, which now operates 218 superstores in 84 metropolitan areas, will carry SanDisk 16 and 32 megabyte MultiMediaCards starting this month. Comp USA also will sell the SanDisk FlashPath(TM) floppy disk adapter for the MultiMediaCard which allows users to move music, data or images between a portable device and any computer system with a floppy disk slot.

[Pitu]

SanDisk Supports Palm`s Selection of the SD --Secure Digital-- Card for New Palm Handheld Computers

NEW YORK--(BUSINESS WIRE)--June 27, 2000--SanDisk Corporation (NASDAQ: SNDK) today announced its support for Palm`s decision to use the Secure Digital Card (SD Card) in future Palm(tm) brand products. In addition, SanDisk welcomed Palm as the newest member of the Secure Digital Association (SDA), a consortium of companies SanDisk helped found to work to promote the widespread adoption of the SD Card. Palm also accepted an invitation from the SDA to become a member of its Board of Directors. The announcement was made today at the PC Expo in New York City.

"Palm`s endorsement of the SD card standard is a clear indication of the value and flexibility it provides for both secure memory and I/O expansion. SanDisk, which co-invented the SD card, with Matsushita and Toshiba, is proud to assist Palm developers in the creation of a wide variety of SD card applications for future Palm handhelds," said Wes Brewer, director of strategic marketing for SanDisk.

Palm chose to support the SD card for use in its brand of handheld computers because of the numerous advantages the card format offers, which includes compatibility, cost, data storage access and security. As an open industry standard, the SD Card is already supported by over 60 companies including Hewlett Packard, NEC, Pioneer, Qualcomm and Thomson. Many of these companies are already developing MP3 players/recorders, digital cameras and smart phones, which will be SD compatible. Because of the card`s widespread industry support, it is expected to proliferate in the consumer electronics market and be compatible with a large array of products.

"The SD card is a widely supported initiative that encourages interoperability between various consumer electronics devices," said Byron Connell, vice president, consumer markets group at Palm. Inc. "Consumers will be able to transfer cards between devices, share image and music files and even insert an I/O option like Bluetooth, which will facilitate the creation of powerful applications for consumers and the enterprise."

The thumbnail-size SD card will start shipping in Q4 of this year in 32 and 64 megabyte (MB) versions, with plans for much higher capacity in the future. Proprietary security functions have also been incorporated into the SD card that facilitate the secure exchange of content between devices and the card. The security technology has been designed to comply with the Secure Digital Music Initiative (SDMI), making it an ideal solution for the transfer of digital content such as music and movies.

The SD Memory Card was introduced in August, 1999, by Matsushita Electric Industrial Co., Ltd. (NYSE:MC), best known by its Panasonic brand name, SanDisk and Toshiba Corp. The new SD Association is an industry-wide association created to set industry standards for the card and promote its wide acceptance in digital applications including Internet music players, Internet appliances, cellular phones, digital still cameras, digital video cameras, handheld computers, automotive systems, set-top boxes and other products.

[morgentau]

Was sind die Gründe für die Kursrückgänge bei Sandisk und Silicon Storage ? Innerhalb eines guten Börsenumfeldes nachgebende Kurse.

Gründe ?

Morgentau

[ruebezahl]

Auch ich suche die Gründe für den Stillstand bei SAndisk. Überall liest man, daß es bei den Flashies Lieferengpässe gibt und Sandisk schließt eine Kooperation nach der anderen ab. Hat dazu jemand eine Meinung? Wie siehst Du die Lage Pitu?

[Parole]

Sandisk kommt schon diese Woche wieder, wenn die Zahlen rauskommen!

[Tester1a]

Interessant ist auch, daß Infineon seine MMCs nicht gebacken bekommt und diese von Sandisk mindestens zum Teil zukauft und mit neuen Aufklebern versieht. Ich verstehe diese Down-Bewegung auch nicht. Flash ist so rar wie nie. Kauft mal so ne Karte die ist zur Zeit bald unbezahlbar. Aber vielleicht ist dies auch der Grund, warum das Geschäft nicht ganz so gut mehr geht. Die Dinger kann man bald nicht mehr bezahlen !!

[Pitu]

Tower Semiconductor And SanDisk Corporation Announce $75 Million Strategic Investment Agreement

MIGDAL HA`EMEK, Israel--(BUSINESS WIRE)--July 4, 2000--

Tower To Build New Fab In Israel With SanDisk As First Wafer Partner
Tower Expects To Sign Additional Partners In Near Future
Construction Of New Fab Anticipated To Start This Year
Parties Will Host Joint Teleconference Call On July 5

Tower Semiconductor (NASDAQ:TSEM) and SanDisk Corporation (NASDAQ:SNDK) today announced that they have entered into a definitive agreement under which SanDisk will make a $75 million strategic investment in Tower.

In return for its investment, SanDisk will receive equity, corresponding representation on Tower`s board and committed production capacity in the advanced fab Tower plans to build in Migdal Ha`emek, Israel. The announcement was made at a joint Tower-SanDisk press conference.

Tower plans to raise additional equity, mostly from other strategic partners in similar transactions, of approximately $350 million. It is expected that following the completion of all the financing transactions necessary for the new wafer manufacturing facility, SanDisk will hold approximately a 10% stake in Tower, while the Israel Corp. will have about 20%. Additional strategic partners that will join the initiative will hold together approximately 30% of the company.

"I am pleased to announce that SanDisk is joining us both as a major investor and wafer partner in the new fab," said Dr. Yoav Nissan-Cohen, Tower`s Co-Chief Executive Officer. "The two partnerships announced so far - first with Toshiba and now with SanDisk - were significant steps toward the new fab. Following this agreement with SanDisk, we expect to announce similar agreements with additional wafer partners in the very near future."

Nissan-Cohen continued, "This fab, which will be the most advanced pure-play foundry facility in Europe, will enable us to provide our customers with leading edge processes and meet the demand for our advanced specialized technologies. With the new fab, we will be able to maximize the value of our CMOS image sensor technology, and also of the microFLASH(R) process, which we developed jointly with Saifun Semiconductor based on their pioneering technology."

Dr. Eli Harari, President and CEO of SanDisk said, "SanDisk is very pleased to announce this strategic investment in Tower Semiconductor. This step represents a natural extension of our strategic alliance with Toshiba for the joint development and manufacturing of advanced flash memories and SD (Secure Digital) Card controllers. Toshiba has recently agreed to transfer its advanced CMOS Logic technology to Tower under a separate Technology License Agreement. We intend to incorporate this technology in the design and future manufacturing by Tower of the advanced controller chips used in SanDisk`s flash memory cards. Our highly successful SanDisk Israel Design Center, which has the responsibility for developing every SanDisk Flash controller used in our MultiMediaCards and Secure Digital Cards, will work closely with Tower to bring up the production of future advanced controller chips for SanDisk."

Harari also said, "The strong financial incentives package expected from the Israeli government, including substantial grants and favorable tax incentives, was a critical element in our decision. We were also impressed with Tower`s reputation for excellent customer service, and we agree with Tower`s strategy to position itself as a European Centric foundry specializing in advanced CMOS logic, embedded microFLASH and CMOS Image Sensors."

Tower and Israel Corporation Chairman Idan Ofer commented, "This agreement reflects Israel Corporation`s decision to focus on the semiconductor industry as one of our main holdings. An advanced wafer fab is central to Tower`s long term plans. The combination of Toshiba`s advanced technologies, Tower`s quality people and management team, and SanDisk`s leadership and product innovation in its market, will help us transform Tower into a world class, leading edge semiconductor manufacturer over the next few years. We are now proceeding to put into place the other necessary elements of the new fab. We are working to obtain approval of a government incentive package, bring in additional wafer partners and secure the necessary financing to launch this exciting project."

Yasuo Morimoto, the president of Toshiba Semiconductor Company, said: "Toshiba welcomes SanDisk`s decision to join Tower as a wafer partner in its new fab. We are already cooperating with SanDisk in the area of NAND Flash, and we believe the Tower project will enable the two companies to enhance their business. We are also confident that the support of Toshiba and SanDisk will contribute to the success of Tower`s project."

About Tower`s New Fab


Tower will use the investment, expected government grant, bank loans and its own cash toward constructing an advanced fab adjacent to its current facility in Migdal Ha`emek, Israel. The new fab, called "Fab 2", is planned to employ approximately 1,000 professionals and produce up to 33,000 200-mm wafers per month. Tower has already started recruiting employees for Fab 2 in Israel and abroad, and is preparing an extensive training program to bring the new recruits to the necessary skill level. Tower is planning to commence construction of the new Fab later this year. The agreement between Tower and SanDisk follows the previously announced technology transfer agreement between Tower and Toshiba Corporation pursuant to which Toshiba agreed to transfer to Tower the deep sub-micron CMOS process technologies to be used in the new fab. Transfer of know-how from Toshiba has already begun with Tower engineers at Toshiba`s plant in Japan.

Agreement Terms


Under the terms of the agreement, SanDisk`s investment will be made in several stages over an approximately 18 month period, against satisfactory completion of key milestones for the construction, equipping and commencement of production at the new wafer fab. SanDisk will receive from Tower a guaranteed portion of the available wafer capacity at competitive pricing, with first production expected in 2002. SanDisk will also hold an option to acquire additional equity of approximately 10% of Tower under generally similar terms. The total cost of the project is estimated at $1.5 billion through the end of 2003.

The closing of the transaction with SanDisk is subject to several conditions, including the timely approval of a financial incentive package from the Israeli government, securing additional required financing from other wafer fab partners and banking and/or financial institutions, and timely commencement of fab construction.

Tower and SanDisk CEOs will hold a joint teleconference call to discuss the news in this press release. The call will take place at noon (EDT), Wednesday, July 5. To take part in the teleconference call, dial 1-800-521-5469 (domestic) or 1-303-267-1007 (international) about 10 minutes prior to noon (EDT) and ask for the "Tower Semiconductor Teleconference." You will then hear a presentation by Dr. Yoav Nissan-Cohen and Dr. Eli Harari, who will host the call and be available to answer questions.

The teleconference may also be heard on vcall`s Web site at http://www.vcall.com. Replay: For those unable to participate, a replay will be made available from 2 pm (EDT) on July 5 to 7 pm (EDT) on July 7. To listen in, please dial 1-800-625-5288 (domestic) or 1-303-804-1855 (international). Replay ID Code: 756681.

TOWER SEMICONDUCTOR LTD. is an independent manufacturer and service provider of semiconductor integrated circuits on silicon wafers. As a foundry, Tower provides IC design, manufacturing and turnkey services using advanced production capabilities and the proprietary IC designs of its customers, and is specializing in providing solutions for embedded non-volatile memory devices and CMOS image sensors. ICs manufactured by Tower are incorporated into a wide range of products in diverse and rapidly growing markets, including computer and office equipment, communication products and consumer electronics.

SANDISK CORPORATION is the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, California.

[Pitu]

SanDisk<SNDK.O> to invest $75 mln in Tower<TSEM.O>

TEL AVIV, July 4 (Reuters) - Israel`s Tower Semiconductor said on Tuesday it had entered into an agreement under which SanDisk will make a $75 million strategic investment in Tower.

In return, California-based SanDisk, the world largest supplier of flash data storage products, will receive equity, representation on Tower`s board and committed production capacity in the advanced chip plant Tower plans to build in Migdal Haemek, Israel. The total cost of the new plant is estimated at $1.5 billion through the end of 2003.

Tower said it plans to raise additional equity, mostly from other strategic partners in similar transactions, of about $350 million. It is expected that following the completion of all the financing transactions necessary for the new wafer manufacturing facility, SanDisk will hold about 10 percent of Tower, while the Israel Corp <ILCO1.TA> will have about 20 percent.

Additional strategic partners that will join the initiative will together hold appoximately 30 percent of the company.

Following the agreement with SanDisk, Tower said it expects to announce similar agreements with the additional wafer partners in the very near future.

[Erbse1]

Halla zusammen. Habe folgenden interessanten Artikel zu den Flash- Memories gefunden. Liebe Grüße Erbse1.
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Flashy growth for memory-chip makers
Interest in cutting-edge gadgets like MP3 players and digital cameras has exploded demand for flash-memory technology. Three companies that benefit: SanDisk, Silicon Storage Technology and M-Systems Flash Disk Pioneers.
By Michael Brush

If the person snapping your photo this Fourth of July weekend is hip enough, you`ll be playing a minor role in a major technology investing trend: flash memory.


The reason? The slender card inside the camera that will retain your image is one of its biggest drivers of demand. So are many other cutting-edge tech gadgets you may enjoy -- from MP3 digital-music players and cell phones to Palm-like devices, DVDs and DSL modems.
Check out our experts` latest posts
Jim Jubak
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Brisk sales of items like these explain why flash-memory sales rocketed by 71% last year, making it the fastest-growing segment of the chip sector. They are also behind the powerful demand and upward earnings revisions at three companies that design and supply flash-memory chips: SanDisk (SNDK, news, msgs), Silicon Storage Technology (SSTI, news, msgs) and M-Systems Flash Disk Pioneers (FLSH, news, msgs).

All three stocks are selling down right now on concerns of weakening demand from the cell-phone market, but the fears are overdone -- presenting a buying opportunity in these stocks, analysts say.

Two characteristics set apart flash, or nonvolatile, memory: It does not get wiped out when the power is turned off, and it can be easily erased and reprogrammed. While the leading firms in the sector are giants like Intel (INTC, news, msgs) and Advanced Micro Devices (AMD, news, msgs), the three companies described here are better ways to invest in the trend because they are pure plays.

SanDisk: Twice the capacity
Demand is so strong that this Sunnyvale, Calif.-based producer of removable flash-memory storage ships only slightly better than half the cards requested by the companies making digital cameras and MP3 players. That`s a good problem to have, notes Lauren McMahon, an analyst for Forstmann Leff Associates, which holds shares in the company.

And it probably won`t change any time soon. "The market this year will be double last year`s market, and we expect it to grow at a 50% annual rate over the next five years," says chief executive Eli Harari. That would put flash-card sales at $10 billion in five years, up from $1.5 billion in 2000.

Cards made by SanDisk, which has 28% of that market, are popular in part because they use a technology that allows twice the storage capacity as competing cards -- which means they are also cheaper.

About 70% of SanDisk revenue comes from flash-memory cards used in consumer electronics. Around 60% of that is linked to digital cameras; Kodak and Nikon, for instance, are major customers of SanDisk`s CompactFlash storage card. The rest comes from sales of music players and handheld devices. The other 30% of overall sales comes from cards used in things like switches, routers and base-station equipment sold by companies like Cisco Systems (CSCO, news, msgs) and Nortel Networks (NT, news, msgs).

While both areas are growing rapidly, some of the most exciting changes will come in consumer electronics, Harari predicts. "The landscape will be completely different. This is a disruptive technology." He says, for example, flash cards will replace 35mm film, audiotape and compact discs. Next, SecureDigital flash-memory cards, to ship in earnest in a quarter or two, should pave the way for the electronic sale of music over the Internet because they block bootleg copying and have higher capacities. Use of flash-memory cards in cell phones will bring data-intensive features to handsets -- like voice mail, digital music and mapping. A few years out, SanDisk products will be used to store movies.

One risk for the company is that it might lose too much business because it simply can`t line up enough capacity to meet demand. Another potential threat: Sanyo`s release of a magneto-optical storage device later this year, which could cut into demand for flash products. SanDisk shares recently traded for around $57, way down from its March high of $169; that gives the company a market cap of about $3.7 billion on trailing 12-month revenue of $312 million.

Silicon Storage Technology: Embedded memory
While SanDisk`s specialty is removable chips that store data, Silicon Storage Technology is a pure play on the other side of the business -- embedded memory that stores code. Chips produced in this larger, if slower-growing, end of the flash-memory market basically store software commands that tell components inside electronic devices what to do. (The Sunnyvale, Calif.-based company also has mass data-storage products coming on line.)

Focussing on code-storage chips does not give Silicon Storage any less exposure to the hot consumer and wireless markets. Indeed, the company`s memory chips store command code in popular products like digital cameras, MP3 players and handheld devices. Its chips also go into cell phones, Bluetooth wireless devices and networking gear like modems used in regular and DSL Internet access.

The strongest annual growth right now comes from consumer, networking and wireless demand (340% to 600%), overpowering PC-related growth of 130%. The company has been quickly ramping up the number of products for the newer communications and consumer markets. It will turn out about 80 products by the end of this year, compared to only four in the middle of 1998.

Silicon Storage has staked out its turf in the "lower density" end of the market -- meaning chips that have anywhere from 512K to 8MB of storage capacity. This is the space being abandoned by bigger flash-memory players like Intel and Atmel (ATML, news, msgs), which favor higher-capacity code-storage chips more commonly used in cell phones. But that exodus is a good thing for Silicon Storage. "Most people thought that low density equals low margins," explains chief executive Bing Yeh. "That may be true for our competitors, but not for us."

The reason is that Silicon Storage uses a patented process known as SuperFlash, says Timothy McSweeney, an analyst Essex Investment Management, which owns shares in the company. This process brings down costs in part by allowing the company to use smaller die sizes. It also makes for more reliable products, because oxide layers on the chips don`t break down as much.

Details

Revenue growth this year should reach 200%, and Yeh expects another strong year in 2001, when he hopes sales will reach $1 billion. The stock recently traded at $78, giving the company a market cap of $3.2 billion on trailing 12-month revenue of $169 million. While the company`s proprietary technology and focus on the low-density end of the market should protect it from competitors, investors have to be ware of execution risks in any company growing at this rate.

M-Systems: Hard drives on chips
As Internet access flows away from the PC towards smaller devices, hard drives can`t make the transition. They are too big, slow and expensive. What`s more, they eat up too much power, and they are not rugged enough. Instead, a new kind of drive has been developed to do the job. Essentially, it is a flash-memory chip with software on it that makes it act like a hard drive.

If Internet appliances like set-top boxes and hand-held products ever really take off, demand for this new ‘disk on a chip` will be even stronger than it is right now. And that will be good for M-Systems, whose DiskOnChip product provides storage inside Internet appliances.

"It is an emerging market, but the opportunity is large," says Gary Craven, a portfolio manager who holds shares of M-Systems in the Evergreen Small Company Growth Fund (EKAAX), up 67% over the past 12 months. No one knows for sure, but International Data thinks Internet appliances will grow by 81% annually to reach 64.5 million units by 2002, from 6 million in 1998.

In addition to DiskOnChip, which accounted for about 80% of the company`s revenue in the first quarter, M-Systems makes a hard drive substitute known as FastFlashDisk (FFD) used in routers and switches. This brings in about 10% of revenue, while slower-growth legacy products used in PCs make up the rest.

"FFD will be nice but the explosive growth will come from the Internet appliance market," says Chuck Schouw, the president and chief executive of the U.S. division of M-Systems, which is based in Israel. DiskOnChip can be found inside Virgin Entertainment Group`s Webplayer Internet access devices, and WebTVs made by Microsoft (MSFT, news, msgs). M-Systems may be developing relationships with Sony, Philips and Thompson among others.

Sell-side analysts expect sales at the company to grow by about 60% a year over the next three years. That kind of outlook has helped drive M-System shares to around $72, down from $93, giving it a market cap of about $745 million on trailing 12-month revenue of $41 million. At these levels, Craven says, the stock is probably fairly valued, and investors might do better to wait for an entry in the $60 range.

The big risk
Anyone who has invested in storage stocks before knows they can run up fast on enthusiasm over strong demand for new consumer-electronics devices, only to crash hard when a supply glut leads to savage price-cutting. Remember the rise and fall of Seagate Technology (SEG, news, msgs) and Western Digital (WDC, news, msgs) in 1997? If not, do yourself a favor before you plunge into flash memory, and look at the charts. Western Digital started in 1997 around $24, zipped to $54 by August, but ended the year around $16 despite a boom in sales of PCs.

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Naturally, given the level of demand, more flash-memory supply is on its way. But analysts say it will fall short of meeting demand at least through part of 2001. They think it might take even longer, given that demand comes from a rich variety of consumer and telecom applications this time, not just the PC sector.

Perhaps the cycle will be different this time. "But in these fast-growing industries, the good times are not perpetual," notes Craven. "At some point, supply catches up with demand." If the durable recall of flash memory inspires you to remember this fundamental rule of economics, your portfolio should benefit in more ways than one.

At the time of publication, Michael Brush did not own or control shares in any of the equities mentioned in this column.



Investor`s editorial goal is to provide a forum for investment ideas. Our articles, columns, and other features should not be construed as investment advice, nor does their appearance imply an endorsement by Microsoft of any specific security or trading strategy. An investor`s best course of action must be based on individual circumstances.




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[Pitu]

SanDisk Chooses ARC Processor for High-Volume Flash Storage Controller

SAN JOSE, Calif.--(BUSINESS WIRE)--July 11, 2000--

Flexible 32-bit Processor Will Allow SanDisk`s Customers To Differentiate Their Products; ARC Allows Functions in Firmware,
Resulting in Improved Time to Market

SanDisk (NASDAQ:SNDK), the world`s largest supplier of flash memory cards, has chosen the ARC 32-bit configurable
microprocessor from ARC Cores for its next generation Mass Storage Flash controllers.

Yoram Cedar V.P. System Engineering, said, " We see a long term need for a powerful, configurable, flexible and low cost core.
With those features SanDisk will be able to provide value added configurable products that will enable our customers to
differentiate their products in the market. A good example is content protection in our Secure Digital flash cards. Because of its
excellent performance at low power, the ARC core also gives us the ability to implement many functions in firmware that today
are implemented in hardwired logic and that will improve our time to market."

SanDisk industry standard flash cards enable many new products including Internet music players, smart phones, digital cameras,
and handheld computers. The cards, with capacities ranging up to 1.2 gigabytes, are sold worldwide under the SanDisk label in
more than 20,000 retail stores.

"ARC`s configurable microprocessor technology allows high-volume manufacturers to meet their specific design needs with a
solution that keeps pace with changing requirements and emerging standards," says Jim Turley, ARC`s VP of Marketing. "It is
that flexibility that provides companies, such as SanDisk, with a powerful design solution that meets their cost and performance
objectives in a timely manner. ARC`s 32-bit architecture is now used in many communications, consumer, and storage
applications that need the flexibility that only ARC can provide."

[plm1]

Hallo!


Bin vor ein paar Tagen auf die Firma Sandisk gestossne und
habe einige Fragen:

1) wieviel % der Sandisk-Produkte werden in eigenen Produktionsstätten produziert,
2) wieviel Prozent in Fremdfirmen
3) wieviel Prozent in Lizenz und unter anderne Namen?
4) Wieviele Patente hält Sandisk?
5) Wer sind die drei größten Wettbewerber?


Gruß,
plm1

[Pitu]

Micronas Next Generation Application Board Will Support SanDisk`s CompactFlash, MultiMediaCard and Secure Digital Memory Card

SUNNYVALE, Calif.--(BUSINESS WIRE)--July 17, 2000--SanDisk Corporation (NASDAQ: SNDK) announced today that the Micronas (SWX: MASN; Neuer Markt Frankfurt: MNSN) MAS 3509F digital audio application board will support the SanDisk MultiMediaCard, Secure Digital (SD) Card and CompactFlash(tm) (CF(tm)). The board will be used in portable digital audio playback devices, including MP3/AAC players and audio recording systems.

Currently, more than 100 companies worldwide are using Micronas products in their applications. SanDisk`s MultiMediaCard, SD Card and CompactFlash are currently compatible with more than 125 MP3 players and recorders.

The Micronas MAS 3509F application board handles various audio and speech formats such as MP3, AAC and G.729 and will give manufacturers the ability to create smaller players and recorders with longer playback time. The board operates on a low power system; it`s able to run on a single battery or through a conventional power source. The combination of low power consumption and postage-stamp sized SanDisk memory cards will give the player manufacturers the ability to create smaller and sleeker designs.

By incorporating the SanDisk SD Card, the Micronas application board will have the capability to operate in a secure copyright protected environment.

Hubertus von Janecek, marketing manager advanced audio for Micronas, said, "Micronas is gearing its MAS 3509F application board for future trends in digital audio. One of those trends in digital audio players is the increased usage of the MultiMediaCard and SD Card for memory. Not only do these cards make possible the design of tiny systems, but the SD Card also enables downloading and listening to music under a secured environment. SanDisk cards are rapidly gaining industry wide acceptance in music applications."

"This is another great opportunity for SanDisk MultiMediaCards, SD Cards and CompactFlash to be designed into future audio music players and recorders," said Thomas Climer, product manager for SanDisk. "Micronas chipsets are designed into numerous audio players and voice recorders. By providing support for the SanDisk MultiMediaCard, SD Card and CompactFlash card, Micronas is stating that the cards are positioned to become de facto standards for data storage in portable devices."

A demo version of the chip and the application board is already available. Production shipments are scheduled to start during the summer 2000.

Micronas is an international semiconductor company group. Its activities include the development, manufacture and marketing of IC and sensor system solutions for consumer, multimedia, and automotive electronics. The holding is headquartered in Zurich, Switzerland; the operative center of the group is located in Freiburg, Germany. Currently, the Micronas group employs over 1200 people and has generated over CHF 320 million in sales in 1999.

SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.

[Pitu]

BestCalls.com Lists Conference Call Schedules of AMD, Qualcomm, Extreme Networks, Immunex, and Sandisk Corporation

LOS GATOS, Calif., July 18 /PRNewswire/ -- BestCalls.com, the Internet`s investor event directory, has listed earnings conference call access information for Advanced Micro Devices (NYSE: AMD), Qualcomm (Nasdaq: QCOM), Extreme Networks (Nasdaq: EXTR), Immunex (Nasdaq: IMNX), About.com (Nasdaq: BOUT) and SanDisk Corporation (Nasdaq: SNDK). The calls will occur Wednesday, July 19.

Each conference call is open to individual investors. Access information for these and hundreds of other events can be found at the BestCalls.com web site. Free BestCalls membership, available at http://www.bestcalls.com/join , provides investors complete access to all site resources, including links to upcoming conference call and investor event listings, personalized CallTracker email notifications, the BestCalls Newsletter and links to archived events.

Many of the calls will be broadcast over the web. In preparation for web broadcasts, investors should install the necessary software (typically RealPlayer from http://www.real.com or Microsoft Windows Media Player from http://www.microsoft.com/windows/mediaplayer/en/default.asp ) and test it prior to the event. About BestCalls.com

Founded in 1998, privately-held BestCalls.com operates the Internet`s leading directory of investor