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To: Ausdauer who wrote (7174)	9/29/1999 11:26:00 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Aus, <<You can see how this company will grow easily at double digit rates.>> They're priced to grow at triple digit rates, not double. At the very least, very high double digit. Very, very high. I think it's doable, but it does put a lot of pressure on Eli and crew. This is the opportunity that he's been working for, though, I think he'll do it OK, as long as stays paranoid enough without flipping his wig at the same time. Nice trick. Sam

To: Ausdauer who wrote (7174)	9/30/1999 8:41:00 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Re: The military contract. This appears to be a contract to produce a card that would hold enough information on people in the military to allow, for example, a continuity in appropriate medical care as the person moved from one assignment to another, or particularly, in case the person were injured in combat. Military contracts like these have a way of being adapted to civilian uses. In this case, there is a good possibility that the entire U.S. health care system would function around data kept on cards by or for health care recipients. I can see how an HMO, for example, would have a COMPETITIVE ADVANTAGE if it could keep its patient records on such a card. Doctors who had never seen the patient before would have a convenient patient history available at the time the patient was being treated. This would improve the quality of HMO care immensely, and also care provided by other organizations. My point is that the significance here is not projected sales equal to five or possibly eight percent of total existing sales but the possibility of a much larger civilian market apart from consumer oriented (and cyclical) applications in digital photography and music players. Because the cards could store textual data and images, (including x-ray), we're really looking at an entirely new way to store and access individual medical information. Last year, I thought it would have been prudent for the world's largest imaging company, Kodak, to buy or take a major position in SNDK at a phenomenally low price. They could have bought the whole company a year ago for $250 million. But with the prospect of CF as the choice technology for medical records, I can foresee SNDK buying what's left of Kodak in a couple years . . . . (!)