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

To: Art Bechhoefer who wrote (10348)	4/14/2000 10:20:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, Thanks for your reply and for your insight. I have seen your analyses "cut and pasted" on several sites without any credit given for their origin. The QCOM analogy you have made seems justified. I also appreciate your recent comments on Kodak's position in the market, including both successes and blunders. I still view Kodak as one of the key visionary companies that propelled the CF standard to the top in the digital camera market. The only logical conclusion I can draw based on everything I know about SNDK and have read and posted here in the last two weeks is that the planets seem to be aligning for SanDisk. The investment argument is more compelling than ever before... ...and Mr. Market did us the great favor of putting the stock on sale despite everything. As Yakov Smirnoff would say... "What a country." Ausdauer

To: Art Bechhoefer who wrote (10348)	4/14/2000 11:23:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, This was a particularly sad post... Message 13272954 I still am scratching my head as to why Kodak never took an equity interest in SNDK. They certainly had many opportunities to do so. When the secondary offering went sour last year after the earthquake they could have easily stepped up and offered a $300 million dollar investment in return for 4 or 5 million shares rather than letting Eli and Cindy sweat it out. I "shutter" to think of all the transactional costs associated with the secondary and all the nail biting that occured as SanDisk's market cap dropped by 60% after the earthquake. Had I been a Kodak exec I would have picked up the phone, called Eli and sent a blank check. It is sad that Kodak was so far ahead of the game in 1995, gambled on CF, and still has no long term equity interest SNDK. When a technology as disruptive as flash memory and digital photography comes along, a nimble company will recognize the threat and get on board. Kodak missed out on a mammoth opportunity, IMHO...seemingly visionary and myopic all at once. Ausdauer