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Technology Stocks : WDC/Sandisk Corporation
WDC 140.23-8.9%Nov 20 3:59 PM EST

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To: Art Bechhoefer who wrote (5110)3/16/1999 10:28:00 PM
From: David W. Tucker  Read Replies (2) of 60323
 
Art: Your comments are interesting and show the Kodak is limiting itself to a portion of the marketplace. That is all. There will be plenty of other manufacturers making cameras using CF. However, I would want to see the sources of the following statement ...

"It seems that Kodak has made a decision that consumer digital photography should not interfere with sales of 35 mm film aimed at serious amateurs. Thus, the latest report is that Kodak is quite satisfied with the 1.6 megapixel resolution in its DCS 265 model and feels no need to compete with recent higher resolution models being marketed by Fuji and Toshiba, with resolution around 2 megapixels"

...because it's hard to believe. As technology ripens, it's hard to believe that Kodak would walk away from an opportunity. What if 4M pixels is EASY to manufacture 2 years from now and costs much less than it does now?? I think we'll see low-scale 2M cameras costing $100 in three years or less. I suspect Kodak will be selling one.

If kodak was smart, they would have purchased Sandisk three years ago, but now I think it's way too late.

JMHO

dave
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