WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 199.91

-8.9%

Jan 7 3:59 PM EST

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To: Ausdauer who wrote (18808)	1/29/2001 6:39:44 PM
From: Art Bechhoefer	of 60323

I think it is highly unlikely that an OEM would be able to cancel a contract with SNDK in order to buy a competing product at a lower price. On the other hand, I can understand that a contract might be written for a minimum number of products and the orders exceeding that minimum being cancelled because of slower sales. SNDK would then end up with excess inventory, having already made the cards in anticipation of continuing orders from the OEM that never materialized. This might be one reason why CF cards with 8 mb capacity have recently been showing up in WalMart stores in my area of upstate NY. That low capacity is generally supplied to the camera maker, and a larger capacity card usually appears in retail stores. Art

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