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To: Tumbleweed who wrote (20428)	6/13/2001 7:25:28 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Tumble, video killed the radio star. In this case, digital killed the instant photo. biz.yahoo.com Polaroid may become the first chemical film fossil. Kodak is next in line. Nikon, Olympus, Canon and Sony are starting to pull ahead of the pack. Sure, Kodak has its film and paper business, and apparently a patent portfolio that covers some digital camera technology, but there are many alternatives to film and the Kodak line of digital cameras is starting to falter. Kodak has some important decisions ahead. I still think solid state is the way to go. Sony can probably afford to dabble with new-fangled CD writers and such and not take a big hit if things don't pan out. But Kodak is losing its footing in the digital imaging world and is considering rotating media in the form of Dataplay? I think departing from a flash based solution is a big gamble. Stay tuned. Aus

To: Tumbleweed who wrote (20428)	6/13/2001 8:41:27 PM
From: Art Bechhoefer	Read Replies (3) \| Respond to of 60323

The Polaroid statement IMO relates mainly to the instant film business, not digital. However, Polaroid is also behind in digital because of its reliance on SmartMedia, and therefore on a market aimed primarily at low end digital users. The problem here is more than outmoded technology; it has to do with management objectives, which, unfortunately are aimed more at preserving executive jobs than at making a viable instant photography business. The current management is basically the same group that placed the company in a huge debt position about ten years ago to make sure that they wouldn't be acquired. They don't have to worry about that now. Art