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

To: Craig Freeman who wrote (15214)	9/30/2000 12:41:41 PM
From: JH	Read Replies (2) \| Respond to of 60323

<I will NEVER again need the services of KODAK And once everyone else has a digicam and >= 128K of CF, they will feel the same way.> <IMHO, Monday will be a good day to sell SNDK.> I suppose you mean 128MB, not 128KB. Today, I bought my first digital camera, the Nikon Coolpix 880, which just became available in Hong Kong. It came with a 16MB CF card branded by Nikon, but manufactured by SanDisk. I plan on buying a 128MB card soon, or I may wait for the 256MB card to become available in a couple of months, when the high-density configuration becomes mass produced. The larger the capacity, the cheaper the $ per MB. The store where I bought my digicam, Broadway, is the largest consumer electronics store in HK. They had no fewer than a twenty different digital video camcorders (one Canon model used MMC cards for storing static photo images), a dozen different MP3 players (3 SmartCard, 3 CF card, 2 MMC card), and twenty different digital cameras - most of which used CF cards. Of the CF cards being sold, all were SanDisk cards. The top capacity was 160MB, I think. The manager of the store said that sales of digital cameras were going through the roof. I don't understand why you think Monday would be a good day to sell SNDK, but I personally think there's a good chance that SNDK has made a triple-bottom. I think I will add a couple of hundred contracts of in-the-money calls next week in anticipation of a nice bounce UP. / John

To: Craig Freeman who wrote (15214)	9/30/2000 12:57:08 PM
From: Ron C	Read Replies (2) \| Respond to of 60323

OT: SST Announces Public Offering of Common Stock and Convertible Debt nasdaq.com SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 29, 2000--SST (Silicon Storage Technology, Inc.) (Nasdaq:SSTI) today announced that it has filed two registration statements with the Securities and Exchange Commission for proposed concurrent public offerings of common stock and convertible debt. The company proposes to offer 5,000,000 shares of it's common stock to the public, not including up to approximately 750,000 shares issuable upon exercise of the underwriters' over-allotment option. The company further proposes to offer $150 million of convertible subordinated notes that will be due 2005, not including up to $22.5 million of notes issuable upon exercise of the underwriters' over-allotment option. Both offerings will be lead-managed by Credit Suisse First Boston and co-managed by Chase H&Q.