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

To: Ausdauer who wrote (10777)	5/3/2000 5:59:00 PM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

Posted 03/05/2000 11:57am by Sean Fleming Bright picture for digital cameras Two surveys out this week predict big things for the digital camera. If the two are to be believed, 64 per cent of amateur photographers are planning to buy their first digital camera in the next six months ? a trend which will lead to digital camera revenue outstripping conventional camera sales this year. A report by InfoTrends reckons that in North America sales of digital cameras will reach $1.9 billion this year ? 10 per cent more than expected sales from film cameras. Unit sales are expected to outstrip film camera sales by the year 2002. As prices fall for digital cameras more and more PC users are expecting to find them as part of PC bundles offered by system builders. The other report, by Lyra Research, asked nearly 6,700 amateur photographers from 17 countries across North America and Europe about their buying plans. Among other things, it found that the bulk of amateur snappers are also very technically literate and are frequent Internet users. © theregister.co.uk

To: Ausdauer who wrote (10777)	5/3/2000 6:56:00 PM
From: Danny Chan	Read Replies (2) \| Respond to of 60323

You were looking for another confirmation from the presentation. Here it is: Sandisk (SNDK; $91 1/16; C-1-1-9) Highlights from the ML Hardware Heaven Technology Conference Conference (Eric Rothdeutsch 415-676-1903) ? Bookings are continuing to ramp quickly - driven by particularly strong demand for products sold into digital cameras, cell phones, and MP3 players - and the company appears to be booking orders into 4Q00. Backlog is at an all-time high. ? Demand for data-storage flash memory continues to far outstrip the available supply, and the company feels that best case it is only meeting 60% of the demand for its products. SanDisk?s fast capacity ramp from its foundry partners is key. The company should begin receiving shipments from UMC?s new fab beginning in 3Q00 and is in talks with another Taiwan foundry supplier to procure additional capacity. Simultaneously, SanDisk is pursuing a shrink from 0.28 micron to 0.24 micron on its 256Mb product that should help ease capacity tightness while improving gross margins in 3Q/4Q00.

To: Ausdauer who wrote (10777)	5/3/2000 8:39:00 PM
From: Michael A. Gottesman	Read Replies (4) \| Respond to of 60323

SanDisk v. Lexar: Another win? Here's the latest entry to the docket: 5/1/00 238 NOTICE by defendant Lexar Media Inc in 3:98-cv-01115 of withdrawal of [235-1] objection [3:98-cv-01115] (mcl)[Entry date 05/02/00] [3:98cv1115] I believe that Lexar has withdrawn its objection to the order denying their application to compel Eli's continued deposition. I'm surprised to see this unless Lexar now thinks they have enough to make the case for invalidity or they are in money straights. Mike