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Technology Stocks : WDC/Sandisk Corporation

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Mike Winn who wrote (2493)	2/4/1998 3:02:00 PM
From: JJB	Read Replies (1) of 60323

The PMA trade show is next week in New Orleans (Feb 12 - 15). This is the major show for the photography business. Includes Canon, Kodak, Nikon, Minolta and Fuji. Also the peripheral folks such as picture album and frame makers. SNDK was there last year. Expect a lot of announcements on new products. Some early ones. Both Canon businesswire.com And Kodak businesswire.com Recently announced a new digital camera. Based on specs they appear to be the same. Canon appears to supply body compatible with current lens mounts and accessories and Kodak a very sophisticated two Meg pixel CCD. Appears to be $15,000 +. As with previous mega pixel cameras will use type II memory cards. I guess you could use CF with type two adapters but why bother when straight type two currently max out over 160 meg (SNDK also makes). I don't think type 2 physical size (vs. CF) matters for this market; total memory size does, as many of this professional market will shoot losses (minimal compression). This is a limited market but the technology breakthroughs for high value user will undoubtedly filter down to lower priced more compact cameras that will use a smaller memory format (hopefully CF). The Kodak CCD chip is a remarkable technology achievement (ISO 200 - 1600 wow). Fuji in addition to announcing new camera will show a smart media adapter to the floppy disk drive. businesswire.com Lexar folks busy businesswire.com I would think there should be some news from SNDK. jjb

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