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To: straight life who wrote (9800)	3/24/2000 9:36:00 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

Maybe we should buy shares in Sanyo? Comments anyone? In particular, what is the storage mechanism referred to, will it be licensed to third parties, will it fit in MP3 players, is it rewritable, what is its power consumption like? Thats enough questions for one message I think. Joe

To: straight life who wrote (9800)	3/24/2000 12:00:00 PM
From: Paul Senior	Respond to of 60323

Sanyo- Forbes- was posted here already. And whatsamatter- nobody go to the this thread's Round Table thread anymore? Message 13161656 I've started a very small position in SANYY. Risky for the following reasons (imo): Very small trading on our (USA) exchange. Difficult (for me anyway) to get company information/financials. Stock has already moved up from its lows. Only news is the very bullish Forbes article. Imo, since they are a "typical" large Japanese company, they are into many businesses. So big success in one area may be diluted when/if it finally gets to the bottom line. Paul Senior

To: straight life who wrote (9800)	3/25/2000 11:19:00 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

There have been other references to magneto optical storage devices as a cheaper alternative to flash memory. Given the added power consumption and the lower reliability that comes from any device that has moving parts, this alternative does not impress me as a viable alternative. First of all, flash memories are getting cheaper, to the point where the cost of flash memory is quite small, compared to the cost of a good zoom lens, a high resolution charge coupled device, and the attendant electronics in high quality digital cameras. Secondly, as long as battery technology and lcd displays remain about where they are now, the power required for all other parts of the camera, including possibly a magneto optical disk drive, must be minimized. I can see a magneto optical drive as a useful component for a video camera with still options. But performance and reliability from a still camera with flash memory will remain unsurpassed. Art

To: straight life who wrote (9800)	3/27/2000 10:30:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Straight, I read the Forbes piece you posted while on vacation. I am not surprised about the magneto-optical diskette. I was surprised by the fact that the article suggests that Sanyo has a huge portion of the digital camera market and that the "guts" of Olympus and Nikon cameras are really of Sanyo origin. Could this be true??? The best next-generation digital cameras will have top-tier electronics married to a manufacturer of hi-grade optics. This will likely be most successful in capturing high-end users interested in upgrading from currently available digital point-and-shoot cameras to digital SLR's. Sanyo (who invested significantly in hand-held palm recording research) appears to be positioned to benefit greatly from symbiotic relationships with the Nikon's and Olympus' of the world. Ausdauer