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

To: Michael A. Gottesman who wrote (2003)	12/8/1997 4:01:00 PM
From: Mats Ericsson	Read Replies (1) \| Respond to of 60323

"Intel and Texas Instruments rose after after Frank Cappiello, president of McCullogh, Andrews & Cappiello said economic turmoil in Asia should help the companies gain market share and attain wider margins" bloomberg.com

To: Michael A. Gottesman who wrote (2003)	12/9/1997 3:35:00 PM
From: Jerome Wittamer	Respond to of 60323

Michael and Rex, Sorry but as regards the content of the Morgan Stanley report, I don't know what it says as my company does not subscribe to their reports, Bloomberg just showed their released it. It should show what their new rating and new earnings estimates are, I'll check it tomorrow. HC Wainwright issued a research report on Monday 12/8. Will check their recommandation. If anyone has those reports,... Rex, I am concerned about SmartMedia competition, here in Europe it is very tough. It even seems as if there's more digicams supporting SmartMedia than CF. SanDisk should know that or at least be made aware of that. I have checked and reality is not very beautiful for us. Hopefully there's the US! The 90% figure came from SNDK, it could refer to the number of digicams supporting CF whereas a great number of sales concentrate on about 5 cameras, 2 supporting SmartMedia, 2 supporting CF, 1 supporting another flash memory standard (Just an idea). Half of the brands of digicams sold in Europe probably are in the 10% not supporting CF. It's not the consumers it's a total lack of marketing. There's almost no marketing of this stuff here. Many shops have more than 5 but do not boast it. Go for Michael C. Woodward : one voice, one good source of info.