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Technology Stocks : WDC/Sandisk Corporation

WDC 155.00

-3.1%

10:25 AM EST

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To: Rex Dwyer who wrote (4821)	2/21/1999 12:45:00 AM
From: Craig Freeman	Read Replies (1) of 60323

Rex, you are absolutely right about Sony's beta format. They owned the market with beta until VHS came along. VHS beat them, Sony turned around and now they own the same market with VHS. And in between, they killed the VHS camcorder with 8mm and took over the hand-held market as well. In short, Sony doesn't know how to lose. Take a good look at their website and you'll see "marketing machine" written all over it. Then go to SNDK's site and tell me what you see. What Sony is doing is setting standards on the way in which flash memory will be used by the end consumer. Even if the Memory Stick flops, Sony will just do what they did with beta and substitute CF, MMC, Smartmedia or whatever format ultimately wins. In so doing they will end up owning the drivers, application software, viewing frames and other items worth far more than SNDK's technical patents. I'm not afraid of Sony's stick. It's where they might put it that keeps me on my toes. Craig

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