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

To: Wallace Rivers who wrote (21432)	1/8/2002 9:00:21 AM
From: Art Bechhoefer	Respond to of 60323

>>there is always the risk that EK is removed from the Dow<< What would the Dow be without a few dinosaurs? The latest resignation of Kodak's president, Patricia Russo, suggests once again that the company is going nowhere fast. It also confirms that the whole digital strategy adopted by Kodak several years ago is unworkable and unprofitable. Kodak enters the era of digital photography without any interest in making the "film" for digital cameras. Mistake number one. They could have bought a major position in SanDisk three years ago, and could still buy a position now and end up with a captive company that is still the leader in image storage products. Mistake number two is the failure to take a position in technology developed by QUALCOMM for transmitting copies of an entire full length movie via satellite, thereby eliminating the huge cost and handling of traditional film. Above all, and probably the reason why Russo decided to go back to Lucent, is that Kodak has an old fashioned, uninovative management team dedicated to preserving the market for conventional film, rather than going into new applications of digital AT THE EXPENSE OF FILM. That's the real problem with Kodak. If, because of an improvement in Dow stocks, Kodak stock reached 40, then I think it would be a short sale candidate. Meanwhile, its current troubles are one more reason why SanDisk's problems should be short lived. Art