WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Bruno Cipolla who wrote (21416)	1/4/2002 3:40:17 PM
From: Art Bechhoefer	Read Replies (1) of 60323

>>Its EasyShare cameras clicked with consumers over the holidays, but can that success lift profits?<< The trouble with Kodak's strategy is that Kodak doesn't make any of the principal components for its new cameras. The cameras themselves are made by Chinon, the CCD is no longer made by Kodak. The flash card is made by someone else. Unlike film, where Kodak at least makes the film and sells processing chemicals and paper, the only part of digital photography where Kodak is trying to develop a market is in services for emailing, printing, and storing images online. This is not the kind of approach that leads to big profits. Small ones, yes, but for big ones, you need a dominant position in manufacturing at least some of the components. Art

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