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

To: Art Bechhoefer who wrote (20316)	5/23/2001 12:57:54 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Nikon Bundles SNDK will never be the company we want it to be by selling 8 MB CompactFlash bundled cards with new cameras. Lexar has already stated publicly that this is not a great profit center for them. Eli basically stated during the last c.c. that SNDK doesn't mind selling these low margin items because they tend to sell in higher volume. But I don't think 512 Mbit chip density was designed to satiate the demand for 8 MB OEM card bundles. Nikon selected Lexar for the higher end 995 and I believe that ships with a 16 MB card. Reimer stated that write speeds will become important with digital video applications (which many digital cameras now sport). He stated that Kodak's new hybrid camera/video cam/MP3 player defaults to a lower frame rate when slower CF cards are inserted. Thus, Lexar may win out on more OEM bundles for these applications. That is not necessarily a good or a bad thing for us. Aus