Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bargain Hunter who wrote (18050)	1/8/2001 7:08:24 PM
From: Ausdauer	Respond to of 60323

Microtech 16MB and 32MB MultiMediaCards From: Steves-Digicams.com North Branford, CT -- January 5, 2001 -- Microtech International, Inc. is launching a line of fast, portable, mass storage multimedia cards for music, voice recordings, images and data. Based on an AND flash architecture with on-board controller, Microtech's MultiMedia Cards are compatible with all multimedia-equipped digital devices. The company offers this new line of cards in 16MB and 32MB capacities with plans to introduce a 64MB card in Q2. The products are available immediately. All Microtech multimedia cards are shipped in a protective storage case to guard the card against inadvertent damage when not installed into a host. The cards are clearly marked with the Microtech name and Web address for easy access to free lifetime technical support. Multimedia cards are also available bundled with a pocket-sized USB reader/writer in specially marked ZiO! value packs. For more information, please visit Microtech at booth 4244 during CES." Now both Lexar and Microtech are selling MMC. Aus

To: Bargain Hunter who wrote (18050)	1/9/2001 9:49:19 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

"Sounds like they would be better off raising the dividend or paying out a big one-time sum." Bargain Hunter, if Kodak had no interest in digital and was satisfied merely with its traditional film business, then their most appropriate strategy would be to buy their own stock, thereby raising earnings for the remaining outstanding shares. But Kodak does have an interest in digital, as expressed many times by management. Their best strategy is to develop technology internally, where they have the expertise, or to acquire technology externally where they lack expertise. Since the storing of images on flash memory is essential to digital, and since Kodak doesn't have this technology, acquiring stock in the leading company in this area does two things: It gives Kodak a claim on future profits from flash memory and, if Kodak buys enough shares, it gives Kodak a seat on the board of directors. The display technology Kodak is developing as a replacement for liquid crystal displays involves depositing the display elements on a plastic base--which fits right in with Kodak's advanced coating technology. Image storage, however, is the missing element from Kodak's digital technology investment. Art