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Technology Stocks : WDC/Sandisk Corporation

WDC 176.87

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2:03 PM EST

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To: Mike Winn who wrote (1577)	11/14/1997 12:36:00 AM
From: Neil Kalton	Read Replies (1) of 60323

Mike, Thanks for the response. Will commit this info. to memory. Re: HP printer. Actually a built in Clik drive shouldn't increase the cost of a printer (or any other device) by more than about $75 since IOM is selling the internals to the OEMs for < $100. It is interesting to note that the current price projections for the internal and external Clik drives are almost exactly the same as the initial prices for the internal and external Zip drives were two years ago. Currently, internal Zips sell to the OEMs for < $50 and externals go for as low as $99. IOM has never been too concerned about making a profit on the drives. Their profits come from the high margin disks. BTW, Amazon.com rules. Much easier to browse for books on the internet than it is to drive across town and stand in a stuffy store looking for books that are seemingly never in stock. I'm looking to establish a small position in AMZN stock as a speculative buy if this one is dragged down into the high teens or low twenties like I think it might be. -nk

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