WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 218.12

+16.1%

1:51 PM EST

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To: pompsander who wrote (26380)	7/15/2004 12:32:59 PM
From: Pam	of 60323

Hi Pompsander, I think, Lexar is in for some rough times. Even if Samsung cuts prices for them, it will be hard to compete against Sandisk for the next couple of Q's because of their 4Gbit chip. Not to mention the royalty they have to pay to Sandisk for different card formats that are jointly owned by Sandisk! And what choice do they have besides Samsung as an supplier of NAND for now? I have a feeling their sales will shrink again in the 3rd quarter. The fourth quarter they will have better revenues but mainly because 4th quarter is traditionally a strong quarter. As Sandisk starts marketing flash drives outside of USA and gets into oem business for these drives (Eli said this was an interesting market for them), FLSH will also run into a bit of trouble. -Pam

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