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

To: limtex who wrote (19368)	2/28/2001 6:45:20 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

"But in this market what is SNDK selling and what are its big sellers?" Well, I hope to get an answer to my recent letter in not too long a time. Also, if Lexar is still in business later this year, they'll be paying SNDK some royalties. Remember also that most people still have conventional cameras, and that the switch to digital is just now picking up speed as cameras and flash cards become more affordable. Here's an example. A friend of ours just had her first baby. They took baby pictures with a conventional camera and then had the shots copied onto a CD so that they could send images by email. So in addition to the ordinary film processing charge and the typical 4 x 6 prints, they paid $5.95 for a CD (i.e., for storing images in a form that could be emailed). It suddenly has dawned on them that they would be better off with about a $300 digital camera, sending photos email and printing out only the best ones for themselves. With new babies and the typical number of photos people take, a digital camera will probably pay for itself in less than two years. So, as part answer to your question, I think SNDK is selling lots of CF to people just moving into digital and interested in cards with greater than 8 mb capacity. If I get anything more detailed from Harari or his staff, I'll let you know. Art