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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

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To: Road Walker who wrote (17806)	12/29/2000 10:50:12 PM
From: Ausdauer	Read Replies (1) of 60323

John, more retail observations. We have a strip mall with Office Depot, CompUSA and Circuit City all in a row not far from our home. I stopped by on the way home tonite to look around. Office Depot had about 6 or 8 CF cards each in varying capacities (16 to 80MB) available. I counted the cardboard request cards in each box behind the product displays. This is supposedly an accurate reflection of stock on hand in the store. CompUSA had mostly Lexar stuff in the window. There were quite a few Lexar CompactFlash leftover, mostly 48-64MB. There was some SanDisk stuff (including MMC), but not much inventory other than one 64 and one 128MB CF card. Circuit City was very different from when I visited before Christmas. There is an extensive digital camera display in this store. They are totally sold out of SmartMedia. They had four SanDisk 16MB CF cards and three 64 MB CF cards, as well as a dozen or so 128MB CF cards. The 32MB CF cards were sold out. Incidentally, most of the Centon cards were also sold, but they occupied relatively little space a few weeks ago. The salesguy said that digital cameras were hot. Sony, Nikon and the Canon S-100 were most popular. He said they have been short on card inventory most of December and that sales were continuing after the holiday. Specifically he said there were a lot of young families who simply come in an shop (relatively impulsively) for digital cameras. He sold two Canon S-100's during his shift today alone. Again, a mixed review and purely anecdotal. Aus

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