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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Bobby who wrote (1416)	11/10/1997 12:05:00 PM
From: JJB	Read Replies (1) of 60323

Bobby Full article Intel entry. infoworld.com Looks like they want to sell the complete insides of a digital camera. I guess this would be a Dell or Compaq. As Intel memory is proprietary this does not help SNDK. CMOS imagers have come a long way in quality and are less expensive to make than CCD. CCD's are also evolving fast including high end features such progressive scan and mea- pixel. I wonder if there is going to be a high-end SNDK low end Intel split. It sure won't be the kind of margins Intel is use to. jjb

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