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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (6027)	6/16/1999 6:57:00 PM
From: Jason Rooks	Read Replies (2) \| Respond to of 60323

We have come a long way, or at least Wall Street has in understanding SNDK and the flash memory market, in that when IBM first announced the microdrive a year ago, SNDK's stock tanked. Now, when IBM announces the production of the microdrive, the stock doesn't even quiver, it even goes up. One has to believe that the emergence of MMC for MP3 is the recent boost for SNDK. When I started following sndk in the spring of 1996, the product was digital cameras. Then I thought mobile phones would create a big demand for flash and MMC would be there for that. MP3 and music players did not cross my mind, and they are going to grow exponentially in the next year. Ain't innovation great???

To: limtex who wrote (6027)	6/16/1999 9:33:00 PM
From: Ausdauer	Respond to of 60323

Limtex and Thread members, The hotel I stayed in during my Washington, DC trip had terrible phone lines. So much noise that my modem went on strike demanding better working conditions. Thus, I was unable to post. I did read Forbes on the way out and there is a two page article in the July 29, 1999 version that highlights Carver Mead and his new company, "Foveon", which will produce high resolution, professional-grade digital cameras. This guy reportedly created the first gallium-arsenide transistor in the 1960's and has a patent on a new sensor that mimics the human retina and is superior to the current CCD and CMOS options. The article states... Sales of digital cameras this year are expected to hit 1.4 million units and approach $600 million in revenue, but those poducts are cheap and crude. The "cheap and crude" part really gets under my skin. This type of mentality is what is preventing investors from seeing the beauty of consumer-grade digital camera offerings. Mead's camera will come complete with a $10,000-$30,000 sticker price and is targeted at the nation's 60,000 professional portrait photographers. At best he sells 60,000 units. I am more interested in the multiple millions of average consumers willing to spend a few hundred dollars for a wonderful digital experience and a pittance for an inexhaustible roll of SanDisk film. REMEMBER!!! Digital photography is addictive, highly contagious and incurable. Ausdauer (Still faithful to SanDisk, the only pure-play in digital photography.)