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

To: Sam Citron who wrote (8292)	12/3/1999 5:14:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Sam, Yes, a joke. I guess not too many people were laughing. Ausdauer

To: Sam Citron who wrote (8292)	12/3/1999 7:45:00 PM
From: limtex	Read Replies (3) \| Respond to of 60323

SAm - I think Sony had a camera with rotating storage media and still sells it. I don't think that it inhibited CF's growth very much. IOM have produced a very neat device no doubt. But the point about d-cameras and all the other devices that currently use SNDK and will use SNDK is that they are in the new world of no moving parts.........to quote Dr Strangelove.."Zat is ze the whole point......" A very short list of some quite popular devices that use CF type products, excluding traditional still cameras are:- Mobile phones, 3G mobile phones, palm helds, hand helds, notebooks, dictating machines, small digital movie cameras, heart monitors and a whole slew of other devices too many to mention. Now the pojnt about this list is that many of the devices are just too small to accomodate IOMs device. These devices, with more to come are designed for the new century, the digital solid state century. The next phase will no doubt be some form of molecular storage but in the meantime the CF or MMCs of SNDK will satisfy all the above especially as many of the above devices handle media from eachother. Enjoy the ride it going to be interesting. BTW I think we can assume that Eli and his team aren't just sitting around waiting for some new solid state technology to come along and eat up SNDKs market. I'm quite sure that Eli has a good research team and he is now armed with solid earnings and a sufficent liquidity to get quite aggressive in R&D. We can probably expect some adavance in compression techniques as we have just seen in the wireless world with the Strathclyde Compression Transformation. Although that may apply equally to all forms of mediait will help the $/Mb of CF better since in absolute $ CF is more expensive in its larger capacities. Best regards L

To: Sam Citron who wrote (8292)	12/4/1999 12:06:00 PM
From: Derek C.	Read Replies (1) \| Respond to of 60323

Sam, I believe your message underscores the problem that sandisk has had in communicating its message to the world. Perhaps this is the reason for its weak stock performance in light of recent Wall Street Bull run. You are obviously an intelligent and fair minded investor. Sandisk has secured more than 200 designs in new gadgets such as Digital Cameras, MP3 player, Palmcorders, Handheld PCs, Cellular phones but a "single" model of Agfa design (Agfa supports both CF and Smartmedia in other models) with Click after two years of marketing efforts by Iomega creates doubt in ones mind about the viability of flash vs. rotating media. It has been a while since IBM announced its 340 MB CF+ card. I remember that sandisk stock dropped sharply when they announced this product. Since that announcement Sandisk has quadrupled its memory capacity, lowered its cost and has troubled keeping up with exponential demand for its flash products. Meanwhile IBM has had difficulty keeping its promise of low power, rugged and low cost design. Most of the systems that have designed for CF type II slot (CF+) can not take IBM because of its excessive power and unreliability ( i.e. RCA Lyra MP3 player). Perhaps Sony is the best testimony for the viability of flash memory. Sony has been traditionally very strong in Magnetic/Optical memory devices. Its Mavica became a huge success in US with its Floppy memory. As you know all their new models use flash based Memory Stick. Let's hope that Sandisk is holding on its PR efforts because of the allocation issues and the existing problems in supply enough flash to its existing customers. I hope that they engage in a more aggressive PR campaign next year. It seems like it that financial analysts such as the ones on CNBC do not know much about sandisk either. Cheers, Derek