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Technology Stocks : WDC/Sandisk Corporation
WDC 290.23+7.4%Feb 3 3:59 PM EST

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To: Binx Bolling who wrote (570)6/30/1997 10:11:00 AM
From: J. Patrick Coffey   of 60323
 
<<The article writes that *By the turn of the century, predicts Kodak, all 75 billion photos taken annually will be digitized at local photofinishers, and consumers will receive traditional prints and for a small extra fee, electronic access to their pictures* >> Jim, thanks for your input. I don't think Kodak's prediction could be farther from the truth. The whole purpose of digital cameras is to get rid of the whole photo finishing process over which I have no control. I'm tired of buying photos I will never keep or frame. I also want to be able to distribute as many photos as I want w/o having to pay an extra fee. I want to be able to crop and size picutes to suit my own needs and even cut out people I don't want in the photo at all. Digital cameras bring all of this to the consumer. In addressing Kodak's prediction, why would I care whether I drop of regular film or digital film to the local photofinisher? I couldn't care less what the medium is. And how am I going to be able to take pictures with my expensive flash memory being processed at the photo lab? It's not going to happen. Realtors, insurance adjusters, consumers, etc. will buy digital cameras to have INSTANT access to their photos. They'll view them on their desktops and keep only the good ones. The middle man will be gone forever. Kodak should be fighting the move to digital cameras altogether. They make BILLIONS selling film. They're joining the impending DC revolution to avoid being a slide rule manufacturer in the age of the calculator. Secondly, Sandisk has no plans to compete with Kodak's little yellow boxes. The little yellow box supports a market segment in which Sandisk has no interest. Finally, I don't see Sandisk as an entirely CompactFlash company. I bought into them because of the promise that flash memory holds. Sandisk is a flash memory titan and I think that their day in the sun is on nigh. Patrick
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