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

To: BillyG who wrote (20996)	10/18/2001 7:57:11 AM
From: orkrious	Respond to of 60323

A few additional CC notes from Art: When Eli gave details on how ALL the employees took salary cuts, I knew then and there that this company is several cuts above average. Most of what was discussed came directly from the financial statement, which is now available online. The worst loss by far came from revaluating the UMC shares. The biggest worry is that inventory is just NOW coming down to normal levels, which means it's taken more than a year to deal with the problem. The other big problem is the almost infinitessimal backlog. The biggest thing going for SanDisk is still its proprietary technology, shared with Toshiba. The company is financially sound, but recovery could take some time--maybe six months. If it is true that demand for wafers made by UMC is picking up (a notion I can't confirm, but I've been hearing it from a number of different and independent sources), then UMC shares might recover, which would result in a one-time gain in whichever quarter the increase is recorded.

To: BillyG who wrote (20996)	10/18/2001 8:20:50 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

"Canon did the right thing by going with SimpleTech." I don't <know> what the relative speeds are for 16MB cards. Speed is not an issue for 16 megabyte cards. Aus

To: BillyG who wrote (20996)	10/18/2001 11:27:43 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

re; The SanDisk cards are slow, slow, slow I dont see that BillyG, Looking at the results, For the 995 the Sandisk card is roughly twice as fast as Simple. For the D30, half as fast. Similar very variable results for the other tests, which compare 512 cards with 128, which is not like-with-like. I have seen many anecdotal reports that bigger cards are slower than smaller ones. I would have liked to have seen some 128 or 256 'Ultra 'results, I dont know if Sandisk makes them. I think the following rate above speed; 1) Getting your card in the original camera because consumers like to buy another one the same 2)Getting the camera vendor to OEM your card because consumers like to buy another one the same 3) getting shelf and advertising space so when the consumer wanders into best buy they dont have a hard decision about what to buy, given it all looks the same, because they'll pay a few more dollars for a 'name' brand. I think Sandisk is doing an OK but not great job in all these respects and I hope they are working harder Tw So I dont understand why you say its slow? The simple Tech is also a Type 2, which is somewhat restricted, most cameras are Type1. Tw