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

To: Pam who wrote (25891)	5/23/2004 7:48:50 PM
From: sdpjf	Respond to of 60323

Yes I will be happy to do so when I get a moment to my self. P

To: Pam who wrote (25891)	5/24/2004 7:07:28 AM
From: Pam	Read Replies (2) \| Respond to of 60323

Good Morning Vietnam! Let the Price wars begin. If we don't benefit as Shareholders at least we will benefit as Consumers;-) 06:48 Flash Memory Prices Slump as Market Showdown Looms -- Reuters Two companies that dominate the lucrative market for memory chips used in digital cameras and music players are slashing prices to stoke demand and undermine emerging rivals, industry officials and analysts said. The move by Samsung Electronics Co Ltd and Toshiba Corp is a bonanza for consumers snapping up flash memory devices in increasing numbers and sets the stage for a fierce battle in the most profitable part of the memory industry. Industry experts said Samsung and Japan's Toshiba are taking a pre-emptive strike against companies including Infineon Technologies AG, Hynix Semiconductor Inc and Micron Technology Inc that are trying to break the virtual duopoly. (Briefing.com Note: On certains days this report would be viewed as a clear negative for names such as SNDK, LEXR and FLSH. However, with market set to gap up, could very well see these names show early strength. Watch for potential fade if market begins to soften after the open).

To: Pam who wrote (25891)	5/30/2004 6:58:58 PM
From: sdpjf	Read Replies (1) \| Respond to of 60323

Pam My notes are mental notes so I will try not to ramble. The first question from the floor was the exact question that I was prepared to ask. The person asking the question had something to do with making Ele's first financing arrangement for leasing equipment in the late 80's. Q; (As I would have asked it) How many times will you have to explain the price/demand/volume/profits equation to the analysts, before they get it? A: I am not sure. "Sandisk is not a complex Co. therefor, it is up to me to do a better job. I take the responsibility." (Not an exact quote) Q: I asked if the marriage between Kodak and Lexar would affect royalties from Kodak to Sandisk. A; " I would not call their arrangement a marriage. Whatever Lexar buys form Samsung to full fill their needs will bring us royalties." (I am not sure that I heard that answer correctly) Q: "What about the competition from the two together" A: "There is no doubt that it will be formidable. Q: "How long can you keep bringing on new cards. I know that you do a lot of research but how long before you run out the string? (something to that effect) A: No! you have to understand that this is a very very new technology, that we have built a very strong foundation and many different products can spring from this foundation. This cruzer hanging from my neck chain is an example of the vertical movement of the technology. We are working with the medical community to develop uses. Just because you have not heard anymore about the P-tags does not mean that we have not been working on the concept. These new uses take some time do get adopted. We believe that more uses will be developed. We are just in the beginning" I think that this gives you the flavor of the meeting. We did get to see a sneak preview of the T.V. add that is being developed. (coming soon) Interesting side lite: In attentence was a Asian woman, who, after the meeting joined the conversation that I was having with a Sandisk person. The woman noted that she was one of the first development engineers that worked for Eli in Israel, when the idea of Flash was nothing more than a embryo. When she was asked why she left the project she replied, " We had no idea that it would even work. Who could have imagined what has happened and is yet to come" At that she turned and walked out the door. Thanks for asking about the meeting. The tempo of the Valley is starting to quicken. We had some slowing in San Diego but nothing compared to S.V. Peter