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Technology Stocks : WDC/Sandisk Corporation
WDC 181.08+3.5%Dec 19 9:30 AM EST

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To: jkb who wrote (2569)2/17/1998 12:24:00 PM
From: limtex  Read Replies (1) of 60323
 
Jay, Jerome and all,

Its becoming clearer by the day that the d-camera business isn't only upsetting Kodak and sooer or later Fuji ( who seem v.quiet on fact tooooo quiet on the subject) but its also affecting established camera manufacturers. Looking a the windows of the camera/electronic stores here in SEA the change is dramatic in just a year.

All these mums and dads buying d.cameras and downloading the image files to PCs and then printing them.....seems hard to believe but it looks very much like it and you don't need a Canon with a great big fat lens or a Minolta or an Olympus you can have a Sony......heresy......or even worse a Microsoft camera.....SNDK is going to get a big ride on this wave. I have no figures to back up my observations but my guess is that d.camera is very big and wait for this Christmas.

L
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