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To: Ausdauer who wrote (4079)	12/15/1998 10:58:00 PM
From: Daniel Joo	Respond to of 60323

IMO, Analysts are waiting for next quarter's earnings before they jump on board. If SNDK beats estimates and,for once, puts out a rosier 10K, I think we'll see this baby up. No worries here... :)

To: Ausdauer who wrote (4079)	12/16/1998 10:59:00 AM
From: Will Lyons	Read Replies (1) \| Respond to of 60323

There are a lot of uses for smart cards but I do not think they will soon become a substitute for credit cards in the US. The phone network is already established into practically every user in the US so there is a great deal of inertia re changing the system. That still leaves many other growth possibilities for smart cards! But we must not confuse smart cards with memory cards. How is SNDK involved with smart cards?

To: Ausdauer who wrote (4079)	12/30/1998 11:57:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

I wanted to spark some new discussion on this board. Miniaturization is the direction SNDK is heading. PCMCIA to CF to MMC. The next natural step in the progression is smart cards (not to be confused with SmartMedia). It would seem to me that flash memory will be an essential ingredient in a smart card. Thus a microchip and a large memory packet is all that is required. I am curious about the barriers to entry in this market. It seems that everyone and his brother would be capable of making a smart card. The memory will undoubtedly be some form of flash memory. Here is a link I found... go2net.newsalert.com regarding one of SNDK's competitors. Also, I would like to hear some discussion about licensing fees to date. Please don't tell me that nobody has any ideas on this. Any idea who is paying and what for...Hitachi? Toshiba? Samsung? Intel? Ausdauer