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

To: Ausdauer who wrote (16210)	10/29/2000 12:56:29 PM
From: Andre Williamson	Respond to of 60323

Somebody should manufacture a 4 x 6 high resolution LCD display with an integrated CF/SmartMedia reader and forget about the phone modem and web downloads. 100% on the money, Aus. My thoughts precisely. I keep thinking to myself, $8 monthly fees to dial-up and download a small handful of pictures? These people must be on weed. They might as well charge $1,000 for the device, they might sell nearly as many. Stupid, stupid business model. Do they want to sell 10,000 of these or 10 million? Just provide a screen that can take flash cards and forget the stupid dialup connection. The "need" here is the screen that can rotate pictures conveniently off a flash card. The web-based/middle-of-the-night download based system that must be pretty expensive to implement is the "nice" that virtually no one has ANY need for, especially if there's a recurring fee attached. The units, mass produced, would easily meet the consumer market sweet spot over the next few years, and I guarantee SOMEONE will go after the space. Then they'll put the stupid CEIVA business model out of business. On a related topic, this whole 'subscription-based' model that everyone seems so keen on (ie, all-you-can-eat music for $16/month or somesuch) is also STUPID IMO. No mass market there, especially now that the mp3 cat's out of the bag. The only viable mass market model, IMO, and if implemented soon and well, is minute fees per quality song download AND the right to put the music in any format we d*mn well feel like. Geeesh. Off soapbox. Andre

To: Ausdauer who wrote (16210)	10/29/2000 1:16:55 PM
From: KevRupert	Respond to of 60323

Value Line Comment: Value Line has SanDisk in one of its simulated portfolios. Here is an excerpt of SanDisk: "...Although the uncertainties posed by competition, new formats, and commodization, of the product have caused this to be our most volatile issue, SanDisk's commanding position in this high-growth field provides this timely stock with strong 3-to 5-year prospects..." This about 1/4 of the total SanDisk commentary in the 10/27/2000 section of the Value Line Selection & Opinion. (Including a discussion of the joint venture with Toshiba & the single-chip, 512 megabit device.) ad