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

To: Art Bechhoefer who wrote (5110)	3/16/1999 10:22:00 PM
From: Ausdauer	Respond to of 60323

Art, I would say it is easy to underestimate the capricious nature of those accustomed to tinkering with expensive electronic toys. There have been any number of Sony Mavicas with VGA resolution purchased for well over $700 by not-so-serious photographers or even semi-serious amateurs. I would personally prefer a 2 megapixel or greater image. But for many mundane applications 0.8 or 1.0 or 1.3 or 1.5 megapixels is more than sufficient, especially if you are using the images on web pages where they are compressed anyway. Also, on-screen applications do not demand as high resolution as one would expect for archival photos which are (or will be) printed. Wouldn't it be great if Sony, Olympus, Toshiba and Fuji just went away and let CF take over? As CCD resolutions get progressively higher the trend will be toward CF and away from SmartMedia. The other thing we have in our favor is video clips and the continued evolution of digital still camera/digital videocamera hybrids. Having said that, I agree that Kodak is making a mistake. The analogy somebody on this thread made of owning both a microwave and a conventional oven is relevant. I see digital and film photography as complimentary, not competitive. And, when you come to think of it, Kodak has never really catered to the professional like Nikon or Canon or Minolta. For Pete's sake, they invented drop-in 126 film!!! At this point I feel more confident about the PDA/mobile computing market for CF than I do about digital photography. Let's hope that Nikon, Canon, Kodak, HP, Epson and all the other manufacturers who have correctly chosen CF do well this year. Keep the faith. (And tell all your friends to buy CF products.) Ausdauer

To: Art Bechhoefer who wrote (5110)	3/16/1999 10:28:00 PM
From: David W. Tucker	Read Replies (2) \| Respond to of 60323

Art: Your comments are interesting and show the Kodak is limiting itself to a portion of the marketplace. That is all. There will be plenty of other manufacturers making cameras using CF. However, I would want to see the sources of the following statement ... "It seems that Kodak has made a decision that consumer digital photography should not interfere with sales of 35 mm film aimed at serious amateurs. Thus, the latest report is that Kodak is quite satisfied with the 1.6 megapixel resolution in its DCS 265 model and feels no need to compete with recent higher resolution models being marketed by Fuji and Toshiba, with resolution around 2 megapixels" ...because it's hard to believe. As technology ripens, it's hard to believe that Kodak would walk away from an opportunity. What if 4M pixels is EASY to manufacture 2 years from now and costs much less than it does now?? I think we'll see low-scale 2M cameras costing $100 in three years or less. I suspect Kodak will be selling one. If kodak was smart, they would have purchased Sandisk three years ago, but now I think it's way too late. JMHO dave