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Technology Stocks : WDC/Sandisk Corporation

WDC 155.32

+2.9%

12:47 PM EST

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To: Ausdauer who wrote (4806)	2/20/1999 6:02:00 PM
From: Bill Zeman	Read Replies (2) of 60323

Aus, Craig and Thread: I am somewhat techno-illiterate, but smart enough to be a SNDK investor for a long time now. Can anyone tell me? What is the technology behind "Memory Stick"? Could it be flash? If so, would they not have to pay some kind of price for tapping into technology that is covered by any number of SNDK's dozens of patents? I would be somewhat apprehensive if Sony were to become a direct competitor of SNDK without some kind of revenue being required to go to SNDK. Craig's point of the Japanese's reputation for ruthlessly driving out competitors is well taken. There is a reason why so many of the name brand TV and electronics companies are now only subsidiaries of Japanese corporations. Didn't the Japanese govtmt actually subsidize below cost selling of TVs by Japanese corporations in the 70's until all US TV mfgs were bought out or out of business? What about Smartmedia? Does it use flash technology? Would like to know what all you techies think. Bill Zeman

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