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

To: Ausdauer who wrote (20429)	6/14/2001 4:45:47 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

Kodak/Dataplay.... ...just a thought. Suppose you were a Kodak exec, and you realised that Kodak was falling behind in digital, which is obviously where photography is headed, and pretty fast at that. And in digital, there is much less of a consumables revenue stream on the camera side, compared to 35mm. However, maybe you could differentiate with a range of cameras that has apparently low cost storage in them? "Buy a Kodak camera and you dont need those expensive memory cards, just these cheap $10 discs with lots of storage" . And a big plus, you get a nice revenue stream (similar to 35mm :-), because as these are write-once, folks will need to keep buying them. This is a business model that Kodak understand (and probably feel more comfortable with), after all, aren't Kodak a consumables company, not a camera company? Could this be what is behind Kodaks thinking? Just my 2c Tw