Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Marc Phelan who wrote (3650)	8/31/1998 7:50:00 PM
From: AB	Read Replies (1) \| Respond to of 60323

The report on Minolta stated that "Minolta switched to CF". What did they switch from, i.e. SmartMedia, Miniature Card, embedded, etc.? Anthony

To: Marc Phelan who wrote (3650)	9/1/1998 8:41:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Thread, IMHO we are near bare book value. If you add up $4.50/share in cash, $1.50/share investment in the Fab plant, the intangible value of the patent portfolio (which alone will earn licensing fees of $1.25/share this year) you come up with $8.00 and change. I know that this is pretty simplistic, but it is hard to believe the stock can bottom out much more than this. Actually I think we have been scraping, gouging and dragging against the bottom since the share price went under $10.00. We all have witnessed this stock fall without support from the mid-twenties in the past 6 months. I see the next several months upto Christmas as pivotal. Several statements have made me somewhat optimistic. The July 8, 1998 press release which boldly states... Eli Harari, SanDisk president and CEO, said, "We are very happy to announce this patent cross-licensing agreement with Silicon Storage Technology, an innovative, cutting-edge company in the flash card market. This is SanDisk's first card-level patent cross-licensing agreement and we expect that similar card-level agreements will be signed later with other flash card companies. The agreement between SanDisk and SST will provide added impetus to the growth of the flash data storage market and is a further confirmation of the fundamental value of SanDisk's intellectual property patents in this rapidly growing flash card market." The recent Barron's article (August 24, 1998)... "The 1.6 million-pixel (Kodak) 260 model, offering much better picture quality, also hit the market in June and remains sold out after a brisk launch." Kodak's CEO George "Fisher lists acquisitions as one of the four key growth drivers for Kodak, along with APS film and cameras, sales of traditional film in emerging markets, and digital cameras...Fisher points out that those four areas represented one-third of the company's revenues last year, up from 5% when he arrived in 1993." Ausdauer