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

To: Art Bechhoefer who wrote (21268)	12/4/2001 1:52:46 PM
From: Jim Greif	Read Replies (1) \| Respond to of 60323

Art, Your analysis of SanDisk's strategy may well be accurate. And your analogy to Sony's position a few decades back may be accurate as well. There appears to be one glaring difference--Sony actually understood that it had to advertise, promote and publicize its products to build its brand. Do you see any real evidence of SanDisk aggressively marketing its products? I do not. The consequence of that, I fear, is that most people take whatever memory card is available in a store or on the Web--or the cheapest. When film was king, Kodak and Fuji spends huge amounts in brand building. SanDisk is largely invisible as far as the consumer is concerned. Jim, a long-time SNDK shareholder