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

To: Ken Crounse who wrote (4774)	2/16/1999 9:02:00 PM
From: Daniel Joo	Read Replies (1) \| Respond to of 60323

Interesting time with Dell's recent earnings report. As I've noted previously, SNDK is fairly valued at $24 - 25/share based on earnings estimates for this year. If they beat estimates by 30%, the stock should be at $31 - 32/share. IMO.

To: Ken Crounse who wrote (4774)	2/16/1999 9:54:00 PM
From: Rich Miani	Respond to of 60323

the ebook devices are still in their infancy, IMO, more interesting perhaps as a prototype of things to come. They are too pricey and lacking in features/selection/weight/viewability etc for mass consumption (again IMO). None of the 3 companys that I called ( the products being Rocket Ebook, Librius something-or-other, and I forget the third) use CompactFlash. You're rght though, if they do catch on, it's yet another good case for Flash memory storage...

To: Ken Crounse who wrote (4774)	2/17/1999 9:03:00 AM
From: Ausdauer	Respond to of 60323

Ken, This subject has been mentioned a few times in the past. The devices using this technology have no moving parts, so one assumes that some form of flash memory is included, either as a flash drive or removable memory. It would seem that battery life would be a major concern given the size of the LCD. The concerns about downloading a book from the internet and then having a digital copy floating around is analogous to the mp3 dilemma. Some PC manufacturers will probably offer a similar solution (form factor) with a larger color LCD touch screen interface (no keyboard), an infrared connection to a phone/cable line in the home, and a more powerful processor to allow for other PC-like functions. That way one could read, logon to the web, read e-mail, whatever... all from the comfort of your living room couch. Sort of an oversized version of a PDA functioning as a portable entertainment center. You could probably even put in an antenna for watching TV. Aus