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To: Ausdauer who wrote (21244)11/29/2001 8:23:21 PM
From: Craig Freeman  Read Replies (2) | Respond to of 60323
 
Ausdauer, re: "This can only be good for companies like SNDK." I am confused. Please explain how your Swedish father-in-law obtaining DSL services is good for SNDK.

Buslink and Maxtor might benefit from selling large external hard drives (40-120GB via Firewire and USB 2) to Swedish users wishing to enlarge their porn collections. But I fail to see how this will increase sales of CF cards.

Craig



To: Ausdauer who wrote (21244)11/29/2001 9:36:48 PM
From: Art Bechhoefer  Respond to of 60323
 
Aus, so far I see no corporate news that would explain the high volume and price gain today. Must be a positive recommendation by an investment firm. As to the popularity of digital cameras, many people are buying the cameras and using commercial photofinishing facilities for prints. In the Washington, DC area, where my info comes from, people are using MotoFoto stores to get 4x6 prints on photo paper, with the same one-hour service they are accustomed to with conventional film processing. Prices for the prints are comparable to those for conventional prints, but the difference is that there is no need to buy film or pay for film processing--a saving of about $8 or more per 36 photos. In addition, since the users can see the image before it is printed, they can pick and choose, thereby saving additional costs for unwanted prints.

The popularity of digital cameras for most people is now a matter of sheer economics. And the best measure of that popularity is the continuing drop in unit sales and even total sales of conventional film made by Kodak.

But I'd still like to see some non-consumer applications in the NEAR future.

Also it is worth noting the dramatic recovery of Taiwan Semiconductor stock (TSM). This is due mainly, in my view at least, to the huge orders the foundry is getting from Nvidia, the designer of the graphics chips that go into the Microsoft xbox game device. I think there is also some beneficial effect from this new demand on companies like UMC, and by extension, on companies like SNDK that hold UMC shares. Perhaps an investment firm has come to this realization and started buying SNDK shares.

Art