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

To: Michael C. Woodward who wrote (2124)	12/15/1997 4:52:00 PM
From: Steve 667	Read Replies (3) \| Respond to of 60323

Last week I ask if anyone could name the top 8 countries that the U.S. has the most exposure to. (ie the highest exports plus in country salses.) The list is below. I find it interesting that all of ASIA is only 11.5% of the US total. (Much has been made lately regarding Korea wich is only 1.2%) It seems that perception, much more than fact, is what moves markets. Same thing applies to SNDK. It is perception that competition in the flash disk market is going to squeeze SNDK profits. Just about every week I read that some other company is introducing some kind of new flash memory to market. It is yet unclear whether camera companies will introduce new cameras with the Intel chip because it holds more and is cheaper per MB. Not next quarter, but next year. How does the Asian flu affect Camera Sales of mostly Japanese companies which buy from SNDK? What percentage, for example, of Konica or Canon Sales are in Asia vs. the rest of the world? I wonder about these things myself as do many fund managers - obvisously. The question is: how much of the perception is fact and how much is not? When the perception changes the stock will move. Facts do not move stocks, perception of fact moves stocks. COUNTRY %EXPORTS + IN COUNTY SALES U.K. 16.4 Canada 15.2 Japan 9.2 Germany 8.5 France 5.4 Mexico 4.3 Italy 3.1 Netherlands 3.1 I welcome any imput that resolves these questions.

To: Michael C. Woodward who wrote (2124)	12/15/1997 10:03:00 PM
From: Jason Rooks	Read Replies (1) \| Respond to of 60323

I just drove 800 miles in three days in a car with only a cassette deck (radio busted). I also used a portable cd player-the changing of which almost caused two accidents. I would like to develop a CF adapter that would use a cassette to integrate the CF and the stereo (similar to the CD adapter). If you visualize the old ATARI cartridge which only had an eprom coupled with the CD adapters, then you can see some sort of CF adapter that could allow me to download music, books on "tape" etc... on to a CF with my home PC before a big road trip and then just pop it into the cassette deck and have digital quality sound. I know the costs for CF is more than a CD or cassette, but I love the Books on Tape, but who listens to them more than once. IF I could pay $50 for one CF and an adapter, then I could download all sorts of books and music on the same CF over and over. I would like to actually listen to the audio of A&E's biography shows and other types of programs that one could download from the Internet. Just dreaming of CF applications.

To: Michael C. Woodward who wrote (2124)	12/17/1997 1:32:00 PM
From: Michael C. Woodward	Read Replies (2) \| Respond to of 60323

TO ALL ON SNDK THREAD: Didn't get a response from Sandisk on first batch of questions yesterday. Will follow-up later today. My internet provider is currently having problem with E-mail capability. So I don't know how long it will take before I can check my E-mails. I will contact Sandisk later this afternoon. Will keep you posted. When I start getting responses, I will send the answer to the person that made the inquiry. I will preface all answers with the following so that those who are interested can review. SANDISK RESPONSE - XX/XX/XX (date of response) Question: Response: