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


To: orkrious who wrote (12214)6/25/2000 10:04:00 AM
From: Ausdauer  Read Replies (2) | Respond to of 60323
 
Jay, I had a couple of points that I wanted to mention to you specifically...

Seagate

Some of the SEG sales were pre-split and some were post-split. I think we figured that as of early May SEG had just less than 3 million shares and was below the level required to file a 144 with the SEC.

Epson PhotoStylus 870

I have read a few reviews and the 870 is at the top of its class. There is a Canon bubble jet that also is highly rated, but I have not yet seen it at retail. BTW, Epson has a heavyweight matte paper which reportedly offers the best print longevity. I bought some yesterday to try at home. It is considerably less expensive than the glossy photo paper, it has a substantial feel to it, and it yields excellent prints. If you pick some up please recall that it is one-sided.

Dan Niles List of Undervalued Stocks

I hope we make the list and preferably somewhere near the top. I don't see how we would fail to make it. Niles is perhaps the only person with a greater affection toward SanDisk than even Ausdauer.

CompactFlash Blues.

I talked two people at work into digital camera purchases. They both bought Nikon CoolPix 990's. I guess I was surprised. I was trying to talk them into a lesser expensive "starter" camera, but they went for the moon. The 990 ships with a Lexar 15 MB CompactFlash card. They ordered a "generic" 64 MB CompactFlash card and said "Why pay extra for SanDisk?" The computer dealer they used (a catalog service with telephone sales) said the best deals weren't SanDisk's cards. They ordered CF cards that came only in a black cellophane static-guard wrapper. No packaging whatsoever. They are Simple Technologies' product. Looking at various e-tail sites I see that Simple's prices are about $10 less than SanDisk for comparable capacities.

I hate to see cost being the only differentiating factor in consumer purchases, but I unterstand why this is so. We don't have the reputation as the originator of CF and the commitment to quality is also not recognized. From the perspective of most consumers it would appear that brand name just isn't important.

Aus



To: orkrious who wrote (12214)6/26/2000 12:20:00 PM
From: orkrious  Read Replies (1) | Respond to of 60323
 
SEG earnings will be announced July 11. We should be able to come pretty close to telling how much SNDK they have left then.