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

To: Jim McMannis who wrote (10858)	5/8/2000 5:21:00 PM
From: Rocky Reid	Respond to of 60323

>>Anyone have an opinion on how the Sony flash memory standard they are pushing will affect SNDK? << It is my belief that SNDK is awaiting a final judgement in the Lexar lawsuit in order to pursue Sony and their Memory Stick in court. From my reading of the Sandisk Patent in question, it is broad enough to warrant a Patent Lawsuit against Sony. If the Lexar judgement goes Sandisk's way, Sony may have to work out a licensing deal with Sandisk pronto.

To: Jim McMannis who wrote (10858)	5/9/2000 5:05:00 AM
From: Ausdauer	Respond to of 60323

Jim, You asked... "Anyone have an opinion on how the Sony flash memory standard they are pushing will affect SNDK?" Sony will push the floppy interface advantages that they so successfully used with their Mavica line. This could take away some CompactFlash business. But, at the same time, I wanted to echo some of the comments here. First, anything that Sony does to promote removable flash memory acceptance by the general public is great for SNDK and all the other flash memory manufacturers. Second, Sony has no expertise in flash memory manufacture. I wouldn't exclude the possibility that they become a customer of SanDisk, especially with Lexar Media's future hanging so tenuously in the balance. imaging-resource.com This spring (February, 2000), Sony stunned the digicam world by announcing no fewer than six new models. At the lower end, they extended their Mavica line, cleverly using special versions of the "FlashPath" floppy disk memory card adapter in conjunction with their Memory Stick technology to deliver "floppy disk" cameras with potential storage capacities as high as 64 megabytes. In their CyberShot still camera line, they brought out several new models, providing a range of resolutions and feature sets. This review covers their new high-end CyberShot model, the DSC-S70, which sports a 3.3 megapixel sensor, very sharp Zeiss 3x optical zoom lens, and features like advanced exposure modes (aperture and shutter priority) and MPEG movie recording with full sound and video. I am hedging my SNDK investment with some shares of SmartDisk. Ausdauer