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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Art Bechhoefer who wrote (4887)	2/25/1999 7:07:00 PM
From: Ausdauer	Read Replies (1) of 60323

Art, Noticed that you are new to Silicon Investor. The SNDK thread welcomes you. I can't see how the Sony news would be good for SNDK. Let's hope that there is limited design-ins and that the demand for Mavica tapers off. To my knowledge Sony pays no royalties to SNDK and there is no co-licensing agreements that I am aware of in reading the 10K. I don't see that the Memory Stick adds much to the flash memory market in the way of innovative solutions. CompactFlash already has filled the void. SmartMedia is running an all to close second. (I hope that the higher resolution DSC's (digital still cameras) put SmartMedia out of the money. The PDA market has already excluded this form factor.) Recall, the CEO of SNDK always says that Toshiba is the biggest threat. Ausdauer

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