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

To: Dave Swanson who wrote (6294)	7/7/1999 7:09:00 PM
From: Tumbleweed	Respond to of 60323

Re 'commodity' Dave there's nothing wrong with being a commodity provider as long as you can make a buck at it, and the more people regard flash memory as a commodity (ie something they've just got to have) the better :-) As for EDIG, maybe I've been living in a cave, but without trawling through their thread, what do they do, whats the issue/opportunity? Feel free to pm if this is off cf topic. Joe

To: Dave Swanson who wrote (6294)	7/7/1999 9:35:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

David, I think you need to know the inside scoop about e.Dig to be comfortable investing in it. It has some big league players buying into the technology, but the essential features that I seek out in an investment just are not there. Also, as Joe mentioned, I have difficulty classifying the service e.Dig provides and who its competitors may be in the OS market it is targeting. If you feel I have "denigrated" the stock I apologize. The fundamentals are just horrible. That fact cannot be avoided or sugar coated. Message 10327963 As far as CF as a commodity I will go on the record saying that I hate that term. I have tried to address my displeasure in the following post... Message 9977057 Ausdauer P.S. What is the inside scoop on e.Dig and what are your reasons for investing in it, if you don't mind my prying? To date nobody has made a compelling argument regarding its investment potential on this thread.

To: Dave Swanson who wrote (6294)	7/8/1999 8:43:00 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Dave, the term "commodity provider" generally means a firm that makes a product that is virtually indistinguishable from that produced by competitors. For example, several firms make apple juice. There is virtually no difference between products labled as apple juice. The profits from apple juice go to the low cost producer. The same is true for other commodities, such as paper, or even your typical PC, assembled from components that do more or less the same job. SanDisk products are distinguishable from those of competitors because they are proprietary. To the extent that a competitor makes something very much like what SanDisk makes, SanDisk gets a royalty. By definition then, SanDisk CANNOT be considered a "commodity provider" until its patents expire or become worthless because of advances in technology elsewhere.