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

To: Rocky Reid who wrote (15129)	9/27/2000 7:19:57 PM
From: limtex	Respond to of 60323

RR - Kodak could OWN this technology if they bought Sandisk I think it might very well end up the other way around! In any event aren't we all happy that SNDK is doing just fine and in two or threee years will be the key player in a huge industry so long as some brightspark doesn't invent something better. Best regards, L

To: Rocky Reid who wrote (15129)	9/27/2000 9:51:13 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

You bet it's said to see this, particularly from my vantage point. The lake on which I live is popular with Kodak executives and retirees. The Chairman, in fact, lives just across the lake from me, as do many former executives. It is difficult to describe the myopia. For example, when talking with these people (and I can generalize because almost everyone of them thinks the same way), I hear the same mantra, that they are really working on digital. But then when I look at what they mean by that, it turns out they are working to make sure the conventional film and paper business isn't hurt by digital. That means products that try as much as possible to incorporate traditional film and paper into digital technology (scanning photos, sending e-mail images, all of which can be done at less cost by the individual user). The traditional corporate mindset here is still influenced by the principles set forth by George Eastman in the early part of the 20th century: Maximize positive cash flow (which means you don't spend too much on research because that detracts from cash flow). Don't worry about being the technology leader because that invariably increases your capital costs. They have followed this remarkably uninnovative formula as if Eastman were still living and coming to the office every day to supervise those accountants (he was always the Treasurer when he ran Kodak).