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Technology Stocks : WDC/Sandisk Corporation

WDC 155.64

-2.7%

3:59 PM EST

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To: Gary Spiers who wrote (6885)	9/6/1999 6:17:00 PM
From: Ausdauer	Read Replies (1) of 60323

Gary and Thread, I read an article over the holiday... in the technology section of the IBD on 02SEP99. This was entitled... "Flash Chips See Bright Future in Cell Phones, E-Commerce" which consisted wholly of an interview with Dr. Harari regarding the SD Memory Card (SD = SanDisk = Secure Digital). SanDisk, Toshiba and Matsushita are going to set up a company that licenses SD to all comers. These licensing fees will be quite reasonable ("nominal") to equipment makers, while the profits will be in selling the cards themselves. Competing memory chip makers will pay higher royalty fees for card production. Target markets include those we have discussed here plus digital movies from camcorders. The goal is to have a $10 card capable of holding one hour of recordings. At that point (2005) the world-wide market for flash should (conservatively) reach $10 billion. There is also the expectation that cell phones will be capable of completing E-commerce transactions such as music downloads or business information. IMHO, it seems that SanDisk has stepped into the major leagues with this agreement. Joining forces with Toshiba and Matsushita is a monumental step for our "little" company. Ausdauer

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