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To: Jim Greif who wrote (1450)	11/11/1997 2:27:00 PM
From: Jerome Wittamer	Read Replies (2) \| Respond to of 60323

Once again Jim, you made good points! I think your #2 is THE most important issue for institutional investors and mutual funds. Therefore I am not afraid of the secondary offering since (i) dilution would be minimal and (ii) as it would bring more liquidity and depth to SNDK market. Together with sales above $100M, we could see a stronger stock then ever. Anybody anticipates weakness in the stock, prior, by the time or after the offering? By the way, there was no comment on the Ericsson HPC design win. Please note that this is not related to the release of the MMC. This proves that SNDK's marketing team is really good at selling its technology. They did that while working together on the technical requirements of the MMC. Nokia 9000 Communicator currently uses M-Systems' TrueFFS technology, maybe will Nokia switch to SNDK? I would tend to assume that it's already in the works. Be ready for Comdex related news releases!

To: Jim Greif who wrote (1450)	11/11/1997 4:32:00 PM
From: James Choi	Read Replies (2) \| Respond to of 60323

>People still worry about any David taking on Goliath (Intel). While Intel's threat is indeed threatening, I am not losing sleep over it because 1. for the reasons I mentioned about professional photographer's perspective of Digital Cameras, 2. computer illeterate's perspective of Digital Camera (point, shoot, go to the grocery and print!) and now 3. my highly selective memory of recent past as follows. A few months back, Intel scared the daylight out of network community by stating that they will have built-in network capability on the motherboard, thus eliminating any need for network cards. Intel indeed makes motherboards and indeed manufactures network cards. It would be nothing for them to integrate those two and sell it together. Nothing would stop them. There was no standard issue, no market acceptance issue. Then, there was similar threat to modems. The same. They just had to do it. And then they were going to squash down AMD and CYRX. This AMD and CYRX bit is significant because these two small guys really went head on with Intel with what Intel is best at. And MMX was supposed to kill Sound Blaster and other multi-media card business as well. Well, we all know what happened so far. Will Intel fight any harder in Flash memory field when their life line is threatened with cut throat competition in the CPU field? In addition, they are under investigation (for what it is worth) by the FED for being, should I say, too competitive. Besides, Intel cannot store orfactory senses. Only CompactFlash can store smells. Remember that. (What is ROFL anyway? I have been told ROFL twice but I still don't know if I was insulted or not. Not that I can do anything about it.) James Choi