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

To: OrionX who wrote (5227)	3/31/1999 6:45:00 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Re: Kodak I live in an area where many Kodak upper level managers own summer homes, and also where many Kodak retirees live. In numerous conversations I've had with these people, there is a general consensus that Kodak is too tied to the old ways. Not the junior level managers and retirees, mind you, but the senior level staff, who are afraid to change. As long as SanDisk can meet the competition in terms of price and performance, the company will be able to retain its dominant position. I don't see as much likelihood of a takeover as I do of some company acquiring enough shares to gain a seat on the board of directors. As to the issue of image quality, this is simply a mistake on Kodak's part. No serious photographer (i.e., someone who now owns at least $500 worth of 35mm equipment and takes at least 800 photos a year (about 3 dozen 24-exposure 35mm films) would be satisfied with the enlargement print quality obtainable from digital cameras with less than 2m pixel resolution. The cheapest camera that Kodak makes that exceeds this minimum standard (the DCS 560) currently costs about $5,000, and I can't find anyone even around here interested in selling it. The camera uses a Canon SLR body and lenses, with a very high resolution CCD designed by Kodak and finds most of its current users among press photographers. If Kodak was really interested in pushing this part of the market (where there are far more potential customers than they think), they could probably get the price of this camera down to $2,000, which for serious photographers who take a lot of pictures and spend a lot on developing and printing, is not all that expensive. If only Kodak executives were more enthusiastic photographers!