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

To: Art Bechhoefer who wrote (17564)	12/22/2000 6:42:26 PM
From: LemonHead	Read Replies (2) \| Respond to of 60323

Hi Art, that was very well stated and I for one want you to know I appreciate the time and effort. Most of the cameras contained 8 mb flash cards, and the camera owners subsequently went out and bought typically 32 or 64 mb cards. I bought a 96 mb card, and some serious users have also bought 128 mb cards, which sell for over $200 a piece. I did a little calculating my self. I figure I would have purchased at least 22 roles of 24 film this year. Instead I have Purchased three 32mb cards. I not sure but I believe the money shift is larger to SanDisk, which is something I hadn't really thought about especially with the loss revenue from non development to a company like Kodak. That is also the reason that I have invested in Lexmark printers on both of it's recent dips. More Digitals equal more color printers and more cartridges. Now I know that I probably won't buy three 32mb cards every year, but I assume that as people get turned on to all the different applications as you noted, this business has a long and strong future. Happy Holidays, Keith

To: Art Bechhoefer who wrote (17564)	12/22/2000 8:03:51 PM
From: limtex	Respond to of 60323

Art, Excellent analysis. The odd thing about this ML downgrade is that if there was any company that I would have thought was not about to get a downgrade it is SNDK. After all we are quite well informed and researched on his thread and the downgrade appears to me to be an almost total contradiction of the position that most of us here believe the company to be in and positioned for now and in 01. Either we have totally misread the position or ML has. Best regards, L

To: Art Bechhoefer who wrote (17564)	12/22/2000 10:02:55 PM
From: Ausdauer	Respond to of 60323

Art, you said... If you buy a 2.1 megapixel camera, such as the Nikon 950 that I bought last year, the first accessory you buy is a larger capacity flash card. I feel differently. The most common accessory purchased after a 1.0 megapixel digital camera is a 2.1 megapixel digital camera. The most common accessory purchased after a 2.1 megapixel digital camera is a 3.34 megapixel digital camera. The most common accessory purchased after a 3.34 megapixel digital camera is yet to be announced. Aus