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To: Daniel Joo who wrote (4015)	12/4/1998 11:01:00 PM
From: rll	Respond to of 60323

"$221 million in 1997 to well over $1 billion in 2002" Well that's more than a 35% projected annual growth rate. Let's see, with a P/E of 35, that would make SNDK's share price about $20. Competitive uncertainties may provide the basis for the current discount. As Ausdauer mentioned the Clik! from Iomega is about to be released. I have a gut feeling it may be released this Monday. However, I don't think it will seriously effect CF demand, unless they start putting the drive inside cameras. It still does have a cost advantage in today's market, although I think they may have missed their chance for a huge success. It will be interesting to see if IOM can get a camera manufacturer to oem the clik! drive. SNDK looks like a tempting investment to me. Solid state memory is the future. Thanks for all the info Daniel and Ausdauer. rll

To: Daniel Joo who wrote (4015)	12/5/1998 8:11:00 AM
From: Ausdauer	Respond to of 60323

Daniel, Thanks for the follow-up post. The CFA will attract new members given the market for the digital Walkman, the telecom industry (who will use MMC) and the handheld computer market who will need the CF II for flash storage, phone modems, and other functionality beyond memory alone. In the digital camera market both Minolta and Olympus are reportedly going to defect and enter the CompactFlash camp. Fuji will remain loyal to SmartMedia and I suspect Toshiba and Samsung will continue to pressure Japanese manufacturers to stay aboard the SmartMedia band wagon. Recall that no manufacturers have switched from CF to SmartMedia. It seems unlikely that anyone would ever need to. Ausdauer