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

To: Rich Miani who wrote (7148)	9/28/1999 9:25:00 AM
From: Wyätt Gwyön	Respond to of 60323

From the WSJ article: "The Pentagon has awarded contracts valued at as much as $34 million to SanDisk Corp. of Sunnyvale, Calif., and the Informatech Inc. subsidiary of Kaneb Services Inc. in Dallas to deliver as many as 2.5 million digital dog tags during the next five years, beginning this fall. The companies plan to announce the contracts Tuesday. Col. Dawkins said the Pentagon also is testing "smart cards" that can hold less medical information, but will be issued anyway for security reasons. SanDisk, which produces the flash-memory cards, and Kaneb beat out 11 other competitors for the contract. Kaneb's Informatech unit has contracts with the military for telemedicine services, allowing the remote reading of X-rays, for example."

To: Rich Miani who wrote (7148)	9/28/1999 9:43:00 AM
From: Ausdauer	Respond to of 60323

Rich, Thanks for posting that WSJ link. I find it extremely interesting to hear mp3 and dog tag used in the same breath. It speaks to the universality of flash memory. As Geoffrey Moore states in his book on Gorilla investing, the potential for a discontinuous innovation grows because previously undiscovered applications for the technology seem to pop up overnight... The so-called personal information carriers are similar to the tiny memory-chip cards that store images in a digital camera or sound in an MP3 player. They will be worn around the neck along with traditional dog tags and are intended to make it easier to treat soldiers in combat, and to track treatments and exposures to wartime chemicals. Being in a medical field I can tell you that the current medical records system is entirely inadequate. High capacity, portable memory has great potential of replacing the cumbersome medical records now in use. These currently resemble the NYC Yellow Pages after being left out in the rain and being put in your clothes dryer for a few cycles. I can foresee a patient walking into a clinic with a personalized CF card and placing it into a physician's desktop PC or handheld (Cassiopeia or color Palm Pilot) where all prior clinic notes, labs, x-rays,... are accessible with a few mouse clicks. Imagine the time savings. Imagine the number of trees that would be spared. Imagine patients actually getting face-to-face time with their physicians. The potential is immense, IMHO. Ausdauer

To: Rich Miani who wrote (7148)	9/28/1999 9:59:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Rich, SanDisk PR Department has also posted information... go2net.newsalert.com Eli Harari, SanDisk's president and CEO, said, "The PIC represents an exciting new market for SanDisk with immense potential in the storage of personal information. This broad market includes military agencies, government departments and health care companies worldwide. university medical centers, clinics, nursing homes, insurance companies and numerous other entities involved in the health care field. We are pleased to have a marketing agreement with Kaneb's subsidiary, InformaTech Inc., to address market opportunities in the SanDisk intends to aggressively promote the PIC to hospitals, HMOs, military and government sectors and various other vertical markets such as telemedicine." "immense potential" I finally found somebody more passionate about SNDK than myself! I just wish he would stop quoting me!!! Message 11381837 Ausdauer