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

To: orkrious who wrote (11167)	5/18/2000 7:16:00 PM
From: drew_m	Read Replies (3) \| Respond to of 60323

I cant seem to get a straight answer regarding Sony and SanDisk. Are they competing? Is Sony paying any $ directly to Sandisk for each Memory Stick they sell? Im not trying to rain on anyone parade, I just want to understand how Sony fits in the picture. Drew

To: orkrious who wrote (11167)	5/19/2000 8:04:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Brokering a FlashVision LLC & Sony Partnership Sony would do well to consider accepting SanDisk's hand in friendship. Sony's recognition of FlashVision, the Toshiba/SanDisk JV, would be a step in the right direction. Message 13720903 Flash memory manufacturers as a whole would benefit by the concerted efforts of these industry leaders. In my opinion, everyone wins. But for the time being the ball appears to be in Sony's court. I cannot believe a meaningful long-term relationship with Lexar Media is in the cards. And Lexar's lack of flash memory expertise does nothing to advance Sony's cause. I have no trouble with Sony's promotion of the Memory Stick format. Eventually consumers will decide the fate of Memory Stick and Magic Gate. A cooperative approach to impregnating the consumer market with the concept of removable non-volatile storage will help everyone. Maybe some middle-level Sony executive will wake up and smell the coffee one morning. I remain baffled by Sony's silence in this matter. Is there friction between Sony and Toshiba that would preclude such a partnership? Ausdauer

To: orkrious who wrote (11167)	5/19/2000 8:16:00 AM
From: Ausdauer	Respond to of 60323

The most valuable consumer billboards. pontis.de From a marketing standpoint I would consider starting to elbow OEM's about the lack of SNDK visibility in the bundling agreements for the digital cameras and MP3 players. I would give each OEM the option of either paying less for a low capacity "starter" card if they agreed either to a package insert or allowing more visible branding by SanDisk on either the card, the instruction manual, or the box. Somebody suggested a label on the shrink wrap that said, "SanDisk Inside". That is a brilliant idea. Alternatively, if OEM's wish to go strictly private label let them pay a bit more for the card. Supply is tight right now. It would seem that SanDisk would have some leverage in offering an "a la carte" bundling agreement. OEM endorsements are gold. SanDisk just needs a little alchemy and persistence to hit the mother lode. Ausdauer