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Technology Stocks : WDC/Sandisk Corporation
WDC 155.00-3.1%10:25 AM EST

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To: Bill Zeman who wrote (4809)2/20/1999 11:09:00 PM
From: Ausdauer   of 60323
 
Bill,

Yes, brands like RCA and Quasar are now Japanese. I think we still have a Ford Delco brand name car radio. That is perhaps the only remaining US electronics maker of note left from the 60's and 70's. I was thinking of buying a Delco home sound system, but it only came with an 8 track player.

I think that Sony will compete by making a parallel line of digital cameras, mp3 players (in an attempt to make up for the money they lost promoting the minidisc player) and other devices. They showed up a little late to the party. The PDA market has developed with CF as the preferred multifunctional slot, for example. SNDK will have to fight head-to-head with Toshiba and Sony.

I doubt that any additional royalty payments will come SNDK's way just because SmartMedia or Memory Stick takes off.

Ausdauer
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