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

To: NHP who wrote (6643)	8/17/1999 1:09:00 PM
From: Binx Bolling	Read Replies (2) \| Respond to of 60323

Do the new Kodak 2 Megapixel cameras use Sandisk cards? DC280 DC290

To: NHP who wrote (6643)	8/19/1999 2:18:00 AM
From: NHP	Respond to of 60323

Thread, Maybe we should be rejoicing because of the secondary about to arrive. Along with most of you, I prefer debt financing for the obvious reason that the company does not share its profits with the lenders (unless the debt instrument is convertible). Ostensibly the company needs funds for expansion to satisfy a growing demand for it's products. Great! Remember that the analyses concerning dilution that have been on this thread recently are static. Funds received from the secondary should eventually increase overall earnings; i.e., earnings per share should be higher than they would have been had there been no secondary. In my mind there is no way the previous secondary could have caused SNDK to go from 28 to approximately 6. The major reasons were high expectations and earnings disappointments caused mainly by a drop in prices that affected the entire semiconductor industry. In the long run even this was good for SNDK because the lower prices contributed to more people purchasing products containing CF. My hope is that a year or two from now we will be looking on the current drop in share price as a hiccup. NHP p.s. It looked pretty bad for SNDK right at the close yesterday. The volume was high as the price dropped sharply.

To: NHP who wrote (6643)	8/22/1999 8:35:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

NHP, In addition to digitial film and mp3, there is a 3rd category that includes almost everything where tape is used in portable devices. Two that I can think of would be: 1) heart monitors (I wore one for 24 hours). 2) black boxes in commercial airliners. I would expect that every commercial airplane sometime in the future will use flash memory for recording data. It will probably be CF. Most portable heart monitors use flash memory. They certainly could be made much smaller with a CF card or MMC. *One area I think would be useful for increasing CF (CF slot) awareness is actually the LCD projectors used primarily in corporate settings. It would allow Joe Pinstripe and John Wingtip to go cross-country with a presentation in his pocket and use a portable device like a laptop or WinCE device to edit the presentation as needed. It would also be another angle through which the population at-large is made aware of the beauty of CF. *I would also like to see CF used as a vehicle to promote pre-loaded information such as phone directories, animated yellow pages, product lists, dictionaries, maps, drug compendia (PDR)... whereby the card cost is defrayed by selling the content contained. Likewise, the seller can additionally customize the card as a vehicle for advertising either with a private label or by the content itself. An example would be Merck purchasing a couple million cards to preload a hospital drug formulary which could be used by physicians (drug type, usage, dosage, contraindications, side effects,...) on a handheld device. The cards could be offered as a "freebie" to the user while the card content could include drug logos the manufacturer wishes to promote or a company watermark on each page. Ausdauer