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: Diamondhead who wrote (4843)	2/21/1999 11:34:00 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Kevin, thanks for reminding me why I own CPQ. But I fail to see how the popularity of Sony computers at CompUSA has much to do with SNDK. For the year ending 3/98, Sony had sales of US $51B and profits of US $1.7B. It took Sony about two days to outsell SanDisk's entire year so if Sony decided to give away Sticks until SNDK folded, it would have no material effect on their bottom line. We have IBM and their 300MB microdrive on the left and the Sony Goliath on the right, Iomega's Clik! in front, Toshiba and dozens of others biting our butt. To believe that SNDK will sail right by all these competitors unscathed is to bury one's head in the Sand(isk). Craig

To: Diamondhead who wrote (4843)	2/22/1999 11:27:00 AM
From: Ausdauer	Respond to of 60323

Kevin, Sony PC sales are weak. That is why you get a free Trinitron monitor when they have a garage sale. Some feel that the dark purple or mauve outer housing is attractive, others feel it limits PC sales. (Until the iMAC people bought only PCs with beige housing and laptops with black housing.) Ausdauer

To: Diamondhead who wrote (4843)	2/22/1999 11:49:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Kevin and Thread, I bought my daughter a Barbie digital camera for 60 bucks. It has the worst resolution you can imagine (perhaps 80 x 60), but features embedded flash memory, a system for maximal battery conservation, interactive software with essentially plug-and-play downloading, instant shutter release and instant image processing. Seems like the big boys could learn alot about consumer preferences if they tried out this little toy. Ausdauer