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

To: Tumbleweed who wrote (19904)	4/2/2001 12:18:49 PM
From: John Trader	Read Replies (1) \| Respond to of 60323

Tw, Thanks very much for your thoughts on this. I take it then that you are bullish on SNDK. I noticed in the company was formed in 1988. They must have been a private company since 1995, when the stock started trading. I wonder how successful the company was prior to going public. I am hoping this is one of those stocks that will, as per the Barrons article, really take off once the market turns around. Wall street does not seem to favor it here though for some reason, otherwise it would have a higher valuation. John

To: Tumbleweed who wrote (19904)	4/2/2001 1:25:03 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

>>In fact, come to think of it, what advantage would Dataplay have over Microdrive?<< One HUGE advantage for Dataplay is the fact that 3 of the Big 5 record labels are on the Dataplay bandwagon as a DISTRIBUTION Media. Dataplay is Optical tech like CD's and DVD's, which means that it is very easy to manufacture distribution Dataplay albums very cheaply... just stamp out Britney Spears Dataplay discs on an assembly line like CD's or coins. Dataplay has already signed a deal with the US's largest mall-based record retail chain. With Dataplay and its 500MB (250MB per side), a record label can fit multiple albums on one Dataplay disc at a high quality mp3 cpmression (like 192k). You buy the one albem at the store and "Unlock" the other albums on that Dataplay disc Online (Dataplay has already worked out a system where the original retail store gets a cut of the follow-up sales). Or, record labels can fit mpeg4 Music Videos on a Dataplay disc, as well as the music albums. Dataplay has advantages all over Iomega's Clik/PZ and IBM Microdrive because Dataplay can hold a lot more than Clik and is much cheaper than a Microdrive. Clik and microdrive are also magnetic media and the cost of producing a Distribution Clik/Microdrive is much higher because they have to be servo-written, a time-consuming and costly process-- they cannot simply be stamped out like coins like Dataplay. It will be intersting to see how Dataplay works out. They have a LOT of big companies on their side.