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Technology Stocks : WDC/Sandisk Corporation
WDC 153.96+0.7%Nov 19 3:59 PM EST

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To: Craig Freeman who wrote (15214)9/30/2000 12:41:41 PM
From: JH  Read Replies (2) of 60323
 
<I will NEVER again need the services of KODAK And once everyone else has a digicam and >= 128K of CF, they will feel the same way.> <IMHO, Monday will be a good day to sell SNDK.>

I suppose you mean 128MB, not 128KB. Today, I bought my first digital camera, the Nikon Coolpix 880, which just became available in Hong Kong. It came with a 16MB CF card branded by Nikon, but manufactured by SanDisk. I plan on buying a 128MB card soon, or I may wait for the 256MB card to become available in a couple of months, when the high-density configuration becomes mass produced. The larger the capacity, the cheaper the $ per MB.

The store where I bought my digicam, Broadway, is the largest consumer electronics store in HK. They had no fewer than a twenty different digital video camcorders (one Canon model used MMC cards for storing static photo images), a dozen different MP3 players (3 SmartCard, 3 CF card, 2 MMC card), and twenty different digital cameras - most of which used CF cards.

Of the CF cards being sold, all were SanDisk cards. The top capacity was 160MB, I think.

The manager of the store said that sales of digital cameras were going through the roof.

I don't understand why you think Monday would be a good day to sell SNDK, but I personally think there's a good chance that SNDK has made a triple-bottom. I think I will add a couple of hundred contracts of in-the-money calls next week in anticipation of a nice bounce UP.

/ John
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