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

To: Art Bechhoefer who wrote (18049)	1/8/2001 6:44:12 PM
From: Bargain Hunter	Read Replies (2) \| Respond to of 60323

Sounds like they would be better off raising the dividend or paying out a big one-time sum. If I was a Kodak shareholder I would take a very dim view of them trying to invest my money unless there is a very clear strategic purpose rather than just an investment objective. If I want my money invested for me I would rather have it done by investment professionals not a bunch of people who don't even seem to be very good at running the business they supposedly know well.

To: Art Bechhoefer who wrote (18049)	1/8/2001 9:39:53 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

I am torn between saying that I think... ...that either Eli has achieved significant manufacturing efficiencies or there is pricing pressure on CF cards. All along we have been complaining that CF card prices need to come down to earth. Well, I think we are starting to see the effects of economies of scale combined with good end-user demand. This is a great price on SanDisk 128MB CompactFlash from a reputable (www.buy.com) e-tailer...$188.95 us.buy.com Now we can start complaining that margins are under pressure. Ausdauer