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Technology Stocks : WDC/Sandisk Corporation

WDC 158.02

+5.2%

9:30 AM EST

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To: NY Stew who wrote (5931)	6/11/1999 7:57:00 AM
From: Ausdauer	of 60323

An Investment Case for Flash Memory Table of Contents CHAPTER ONE Tornado Watch: The Unrealized Potential of Flash Memory in Digital Photography and Portable Consumer Electronics Can we find a gorilla in the forest of semiconductor manufacturers? Message 9878229 CHAPTER TWO Discontinuous Innovation: The Fossilization of Kodak, Fuji and Agfa? The industry leaders in color film have embraced digital photography and are planning on a protracted period of peaceful cohabitation. Message 9897772 CHAPTER THREE Links in the Value Chain: The Essential Features of a Digital Darkroom How the Internet, electronic commerce & communication, and the concept of a family PC have created an ideal platform for digital photography and other portable consumer electronics. Message 9920884 CHAPTER FOUR A Proprietary and Open Architecture: Distinguishing "Commodity" from "Commoditization" The significant contribution of SanDisk's intellectual property in the creation of the CompactFlash Association. Message 9977057 CHAPTER FIVE Switching Costs: Can it Fit Inside a CompactFlash Slot? Will the CompactFlash form factor win out or facilitate other competing technologies? Message 10020997 SUMMARY Taking a Barometric Reading: Tornado or Monsoon? Will SanDisk's business plan succeed as we approach the stormy weather ahead? Message 10048370

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