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

To: Dave Swanson who wrote (6299)	7/8/1999 9:41:00 AM
From: Ausdauer	Respond to of 60323

David, I think that stating that SNDK is following an "NIH" philosophy implies that they have passed on an important development in flash technology, which I doubt they would do. My problem with e.Dig, quite simply, is 1999 revenues (year ended March 31, 1999) of less than $500,000.00, negative cash flow, and a debt-to-equity ratio of 4-to-1. Additionally, I do not see the digital dictation market as a growth market currently. This may change as voice recognition technology continues to evolve. e.Dig is a bet on Lucent's EPAC technology and the use of microOS to modify the compression functions of the DSP used in this system (?). Again, until the SDMI guidelines are promulgated I see an investment in e.Dig as highly speculative, especially since there is no established earnings growth, negative cash flows, dependence on other companies to fund R&D, and a high debt to equity ratio. Again I inquire... 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. Ausdauer