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

To: Joe Wesley who wrote (3979)	11/22/1998 7:53:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Amateur Analyst, Nice to have some fresh talent on board! Hopefully SanDisk can get some media attention even if happens by accident. The Iomega Clik! has been released and that may cast some unwanted attention on SanDisk. As much as I have complemented Iomega on their media blitzes, it doesn't include a blanket endorsement of all their products. As I understand it the digital photographer would have to buy a mobile Clik! drive and an attachment for CF or SmartMedia cards. Then you download your CF card onto a 40 MB Clik! disc. The CF card gets erased and then you shoot again and download to a second disc. I quess that means you have to carry two devices at once, both the digicam and the mobile drive (and a bunck of Clik! disks and the card adapter, too!) in addition to rechargeable batteries for each device. Seems like alot of junk to drag along. I would rather carry a digital camera and a small pouch with a few 48 or 64 MB CompactFlash cards and slip the cards in as needed. I trust the Eli Harari was not exaggerating when he said that he anticipates CF cards to sell for $1.00/MB or less. I wouldn't mind paying $48.00 for a 48 MB card, invest in two or three cards, and then be done with it. That would be alot less hassle and alot fewer expensive nick-nacks to leave on some bench at Disney World. Also, the idea of adding another power consuming device to a digital camera seems to be breaking the trend towards energy consumption efficiency. It will also add to the entry price for digital camera users unless Iomega gives it away to OEM's or it can fit in a CF II slot (and the end-user shells out $200 bucks for it). So far only Agfa has announced their intentions to consider the Clik! in future devices. Until I start seeing other major endorsements and a migration away from CompactFlash I remain bullish on SNDK. Ausdauer