Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ausdauer who wrote (6845)	9/1/1999 1:14:00 AM
From: Don Hess	Read Replies (1) \| Respond to of 60323

Aus, thread: Re HP: HP watchers should recall that they got themselves into quite a feud with Kodak a couple of years back, as at first, HP appeared as the benevolent manufacturer of printers that would print Kodak digital images from Kodak digital cameras. Then HP made the world aware of R&D into their own digital cameras, and lawyers got busy. HP and Kodak are, as a result, bitter enemies, and what this says for either's use of CF is perhaps not in the fray, but interesting. Re Lexar, and Aus' comment to bleed them dry: vengeance ain't good business. Profits are good business. Whatever piece of the pie Lexar may hold (and we know they have done an adequate if not better job of marketing), if that piece were to become ours, it would work better for the value of our shares than would their going bankrupt and their facilities to close. Remember when Michael Corleone quoted his father's advice: keep your friends close; keep your enemies closer. I'd rather kiss Lexar on both cheeks and accept their market share than kiss them on the mouth and let them sleep with the fishes. They do us more good in our camp than dead. - Don