WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

3:59 PM EST

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To: limtex who wrote (18046)	1/8/2001 6:28:52 PM
From: Art Bechhoefer	Read Replies (3) of 60323

Kodak, a company that likes to look back to the good old days ca. 1920, still generates a lot of cash flow and looks for investments. It has made some pretty mediocre investments lately, which doesn't argue strongly for taking a position in SanDisk. On the other hand, I'm still trying to run down what appears to be a change of attitude, given the leveling off or actual declines in their mature markets. One aspect of this is that Kodak is continuing to develop digital technology, but at a speed that won't impact earnings for another two or three years at least. Buying into SNDK at these prices would have an immediate impact if Kodak later decided to sell any of its position. The point is that Kodak is going through a rather rough time for earnings and needs a foothold in a fast growing part of the industry. Its own development a low current consumption display is not enough to substitute for the weakening conventional film market.

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