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

To: W. Frank who wrote (1481)	11/12/1997 12:23:00 PM
From: James Choi	Respond to of 60323

About IOmega announcement, I am not sure what they are going to announce. It strikes me as odd that they claim they have all the major players lined up for this. I don't know what other major players are left when you count everyone in the SanDisk camp. So, I am expecting an overlap which implies that this is going to be a collaborating product as opposed to competing product. CompactFlash or any other SanDisk product is too expensive for storage perposes. It is great for acquisition but not for storage. Iomega is best for mass storage. One suggestion I have here is, which I will practice myself, is watch the rumor drive up the stock price and then short it when the news comes out. Iom stock price is hitting their local maximum and this stock has been a dog to climb up in price spite of extensive cheerleading of the masses. In addition, IOM has been as "discovered" as it can be. And recent advance in recordable-erasable CDs as well as DVDs will not help them any. The conclusion is tautology at its finest: we shall see. James Choi

To: W. Frank who wrote (1481)	11/12/1997 12:23:00 PM
From: Jerome Wittamer	Read Replies (1) \| Respond to of 60323

Guys, there was big talk over IOM n.hand here about a year ago! We definitely knew that IOM's technology would be put on the market. I'll try to locate the discussions. To avoid confusion : IOM's technology has NOTHING to do with flash cards and, a fortiori, with SanDisk's CompactFlash Cards. It uses a different techology. Yes that's more competition. There's one big issue : cost of write device on the digital camera compared to that of flashcards. If my memory serves, IOM's products is overall too expensive. IOM's disks are very cheap for the capacity they provide but they require the purchase of a IOM n.hand drive, which costs way over $150! That's a completely different technology. Moreover, ruggdness concerns are important if we talk of portable applications like digicams and hpc,... Let's hope we'll be relieved tomorrow.