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

To: Walter Morton who wrote (6216)	6/30/1999 7:14:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Walter, I listened to the VCall last night and wondered if you submitted the e-mail question that asked about MicroOS and whether David(eDig) was about to slay Goliath (Microsoft) by capturing part of the Windows CE market share. It seems that there are some eDig traders who are trying to leverage SanDisk's visibility by continually plugging away with this MicroOS thing and linking it to other high profile companies such as TI & Lucent. Practically every SNDK message board I have visited has somebody harping away about eDig. You continue to visit here by including links to your eDig posts. This was a penny stock a few months ago with little in the way of revenues. Why don't you make a case for the company here and define MicroOS position in the flash memory market so we can understand a bit better the rationale of your propaganda campaign. Is MicroOS yielding royalty revenues to eDig? What is eDig's penetration into the market? Who are the biggest competitors? When will the MicroOS revenues begin to contribute to the top line of eDig's earnings? Ausdauer

To: Walter Morton who wrote (6216)	6/30/1999 8:05:00 AM
From: Ausdauer	Respond to of 60323

Walter, e.Digital is a tiny company without any capital for growth. It has had operating losses of $2 to $2.5 million in each of the last two years. It relies on relationships with other industry giants to support R&D with handouts. The question I ask is as follows... If microOS is a crucial feature for flash memory why is it not a part of SanDisk's controller chip? Also... 1)Where are the licensing revenues for microOS? 2)Why does the company continue to list the Miniature Card as a design-in win other than to leverage a past link to Intel? 3)What are the projected revenues from handheld dictation devices the company produces? 4)Does this company have the financial means to defend itself if patent litigation arises? 5)How will eDig compete with the Koreans, Sony, Diamond, Creative... in the mp3 field? 6)Why is this a publicly traded company with only 17 employees? Here is a concerning statement I pulled out of the latest annual report. Revenue from licensing, royalties and development services, and additional product supply arrangements, if any, are expected to be subject to significant month to month variability resulting from the limited market penetration and license activity to date, the timing and delays associated with OEM new product introductions and the seasonal nature of demand for consumer electronic products. IMHO, eDig is a penny stock with no proven track record. I seems that you will get what you pay for it. Ausdauer