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

To: Ausdauer who wrote (4900)	2/27/1999 6:14:00 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Some time ago, I was talking with an engineer at SanDisk and learned that they have close to, if not the highest read, write speeds. If this is still true, then they still have an important competitive edge. As far as their marketing strategy goes, it looks to me like their strategy is to get rid of excess inventory by selling the older, lower capacity flash memories at very low prices through chains like Office Max. This is an area where improvements come quite rapidly, and SanDisk has learned from experience not to get caught with excess supplies. Furthermore, SanDisk has part ownership of a chip plant in Taiwan, which started operating in 1998. That plant keeps improving its products gradually, allowing production of higher and higher capacity chips. Rather than wait till they have something really high capacity, they simply make batches of state-of-the-art chips, hope they can sell them, and then later bring out even higher capacity chips. When I visited the main offices last October, they explained all this to me. They also noted at that time (mid-October), when the stock price was just around 7, they had $5/share cash on hand. So at that time an investor could buy the company for $2 per share. Hey! It doesn't get any better than that!

To: Ausdauer who wrote (4900)	2/27/1999 8:14:00 PM
From: Ron C	Respond to of 60323

Aus & Thread: I have been doing some research in my little corner of the world and it is amazing how somewhat illiterate my community is with regard to upcoming technology (especially in the photography department). Now I live in a tourist area where water skiing ,fishing and diving, snow skiing and hiking and outdoor activities abound. What an ideal location for the latest innovations of photography. Well, there are no FLASH MEMORY, CF CARDS in this corner of the U.S. The Memory Stick and Mavica are known of, and Mavica is even sold here , nothing relating to CF is. I had to drive 35 miles to purchase a 20MB SANDISK COMPACTFLASH card because they are not available where I live. And when I contacted a "Major" distributor for SNDK CF cards , "they were sorry that the item I requested from their Catalog is not in their catatlog, because it is a specialty item". This is a nationwide chain with no reference to SANDISK in their national mailing catalog. I think the powers that be,should check out their PR dept. as well as their marketing and strategy dept. They will find themselves with their capital and their patents sitting on the streetcorner reminiscing about "we should have done this and that". I love this company , but , they need to get it together , and quit resting on their patents. Let the rest of the world know they exist. Ron C.