WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.12

+7.2%

10:57 AM EST

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To: Ausdauer who wrote (9480)	8/10/2000 1:46:41 PM
From: Rocky Reid	Read Replies (1) of 60323

Aus, the links you have provided for Earnings at other Semis are downright giddy. This coupled with the current low share prices for many semi stocks makes one believe that Wall Street has discounted the future and "right now" is as good as it is ever going to get. I think they are wrong. Dead wrong. As testified by the stupendous news from Japan that film camera sales are declining while digital camera sales explode make the future outlook for Sandisk look huge and casts an ominous shadow over Kodak. Kodak is in deep trouble, no matter what they say now. It will take awhile for film camera sales to start declining here in the USA in a way that they are in Japan, but when they do, Kodak is toast. Film is going to be relegated to niche professionals and artists. Digital as realized by Sandisk is the future. And it looks like Sandisk is now positioning itself as not only being just a Semi company that makes the "digital film", but also your digital photo developer and online digital media photo and SD-secure audio file record collection. I wouldn't be too suprised to see a Sandisk online media website offering SD-secure audio downloads from major labels soon. This kind of diversification is what Sandisk needs in order to not be percieved by Wall Street that they are "just another semiconductor company." As for the future, the economy could go into a severe slowdown or even recession soon (and Wall Street is currently busy pricing certain sectors like clothing retailers accordingly) and this I'm sure is another reason for the low stock prices right now. But the trend to digital photography is not going to be affected in the least bit by a recession. Progress will march on through a recession, and Sandisk stands to be one of the biggest benefactors of the New Paradigms that are forming as we speak.

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