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

To: JesseK who wrote (7616)	10/14/1999 6:19:00 AM
From: Ausdauer	Respond to of 60323

Jesse and Thread, The Big Picture With all the numbers being bandied about I still have not seen anybody comment on some technological advances that Eli mentioned in the c.c. Recall that the SanDisk multilevel technology, D2, has been improved and incorporated into consumer applications. Previously the write-speeds were a limiting factor. The INVOX acquisition will allow future generations of multilevel technology. INVOX has intellectual property on storage of upto 8 bits per cell. It appears these multilevel patents combined with the Toshiba wafer processing technques and NAND contributions (and SanDisk's controller technology) will be leading edge and set a standard for the remainder of their flash competitors to emulate. Ausdauer

To: JesseK who wrote (7616)	10/14/1999 6:55:00 AM
From: Ausdauer	Respond to of 60323

Jesse, You said... I've wondered why Sandisk doesn't promote SandiskStore.com, and try to increase sales online. Maybe we should start an advertising campaign. I think that SanDisk has been careful not to compete with retail clients such as Wolf, Ritz, BestBuy, Office Depot, Target,... by undercutting them. This is probably why the SanDisk store is not promoted heavily and is not priced competitively. I was reading an article in Red Herring this month and came upon these comments regarding advertising/marketing by Andy Bechtolsheim, an angel investor in high tech and active advisor in companies where he invests: Mr. Bechtolsheim urges his companies to focus on product development rather than marketing, because he believes that a company will succeed in inverse proportion to the amount of money it spends on marketing. The best example is the unbelievable amount of money that IOM is expending to popularize Clik! At this point CompactFlash is selling itself. It is wildly popular and really doesn't need a lot of marketing or advertising to gain market share. I think that says alot. Spending some money to help further SanDisk's brand name recognition may be fruitful. As I posted earlier, Eli stated that the OEM endorsements essentially speak volumes. My idea for a single-paged ad in a digital photography periodical would be like this... *background: pitch black text//top of page: "In a universe of electronics manufacturers..." graphics//surrounding center of page: logos for HP, Nikon, Kodak,... (all in white or yellow)* *text//bottom of page: "...one star shines brightest." graphic//center of page*: a SanDisk CF card in blazing red and yellow and blue Ausdauer