WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Ausdauer who wrote (5420)	4/15/1999 7:50:00 AM
From: Art Bechhoefer	Read Replies (1) of 60323

"SmartMedia cannot compete due to lack of encryption technology" Aus, correct me if I'm wrong, but what I believe the key point Harari was emphasizing was that SmartMedia cards don't have the built-in controller circuitry, making them incompatible with features such as encryption. It is the built-in controller card that creates compatibility in numerous applications, and also makes possible encasing the memory in a package designed to work with Sony memory stick products. To me, the telephone conference comments of both Harari and Burgdorf were long term bullish, which, combined with the strong cash position, ought to boost the stock. But, you're right, particularly given the ridiculous reporting by some news media, the stock could go down momentarily. This would be FORTUNATE (with the emphasis on FORTUNE) for long term investors. Art

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