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

To: Art Bechhoefer who wrote (7601)	10/13/1999 10:32:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 60323

Art: Thanks for the report and analysis. Also, I appreciate the calm approach. You help to put some perspective on what's going on for long term SNDK investors or people like me who are trying to become such. Volatile stock or not, buying opportunity or not, for me, it is shocking and dismaying to see such drastic price drops. Paul Senior

To: Art Bechhoefer who wrote (7601)	10/14/1999 6:04:00 AM
From: limtex	Read Replies (2) \| Respond to of 60323

Art Aus and thread - Remember last year when the stock tanked one reason was the Asian slow economies. I never thought Japan was so big to sndk but apparently it was. Well all the comentators especially those that appear to dislike Wall St in favour of Europe and Japanese markets are saying that Japan and Europe are recovering. Well if all that is true we ought to see SNDK getting a whole bunch of growth just out of Japan!! Best regards,, L

To: Art Bechhoefer who wrote (7601)	10/14/1999 7:10:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, This post was to Betty, but I had you in mind when I wrote it... Message 11532295 I looked on the back of the Kodak Picture Card and the usual SanDisk patents are written there... #5070032 #5172388 #5418752 #5602987 I have not seen other CF cards that list patents on the back. As you have stated here, Art, the Lexar Media patent infringement suit remains an unknown quantity. It is surprising that so little is mentioned on c.c.'s about this. I am glad you asked about it. I would have liked to ask Eli if he anticipated any further infringement suits if Lexar where to be defeated. Seems like most of the analysts have no interest at all in the outcome. Go Figure. Ausdauer

To: Art Bechhoefer who wrote (7601)	10/14/1999 8:48:00 AM
From: Keith A Walker	Read Replies (2) \| Respond to of 60323

Art, You are making some pretty big claims here: Referring to Dr. Harari: Summing up, he noted that pricing is well in hand, consumer awareness is well in hand, and in the next five years, digital cameras "will obsolete traditional 35 mm except for throwaway cameras." Your editorial comments: To that, I would add that there already is one vacant Kodak factory in Rochester, and probably more to come. Does SNDK need a spare factory? The better question might be, does Kodak need CF? Of course, unless they want to change their trademark to picture a dinosaur. Since I work at Kodak (check out my background) I would point out that Dr. Harari's comment re: "will obsolete traditional 35 mm except for throwaway cameras" is really off base. First of all, to be completely accurate, we don't make throwaway cameras, they are recycled - big time! Saves money and improves profit margins. Second: A blanket statement that 35 mm will become obsolete because of digital is pure bullshit. Will digital cameras take a chunk from 35 mm based images: yes. Will this obsolete 35 mm? No. Digital cameras EAT batteries, do not necessarily work well in cold temperatures, require a fair amount of correction to a resultant exposure to get a good print and are inconvenient for the average consumer. You are not the average consumer, nor are the people on this thread. The reason SNDK has tanked (and made me close to $6,000 in the last three weeks) is because of the pure hype associated with CF being a replacement for film, optical media, magnetics and every other storage medium known to man. I am all for alternative storage devices with greater capacities at lower cost for all of our fun gadgets, but, the wise investor will not forget that the downside of hype is just what Sandisk has experienced since it was in the $90s. Good luck, Keith