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Technology Stocks : WDC/Sandisk Corporation
WDC 222.07+3.3%Jan 15 3:59 PM EST

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To: Art Bechhoefer who wrote (17564)12/22/2000 6:42:26 PM
From: LemonHead  Read Replies (2) of 60323
 
Hi Art, that was very well stated and I for one want you to know I appreciate the time and effort.

Most of the cameras contained 8 mb flash cards, and the camera owners subsequently went out and bought typically 32 or 64 mb cards. I bought a 96 mb card, and some serious users have also bought 128 mb cards, which sell for over $200 a piece.

I did a little calculating my self. I figure I would have purchased at least 22 roles of 24 film this year. Instead I have Purchased three 32mb cards. I not sure but I believe the money shift is larger to SanDisk, which is something I hadn't really thought about especially with the loss revenue from non development to a company like Kodak.

That is also the reason that I have invested in Lexmark printers on both of it's recent dips. More Digitals equal more color printers and more cartridges.

Now I know that I probably won't buy three 32mb cards every year, but I assume that as people get turned on to all the different applications as you noted, this business has a long and strong future.

Happy Holidays,
Keith
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