WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: Road Walker who wrote (19780)	3/22/2001 7:55:17 PM
From: Ausdauer	Read Replies (1) of 60323

John, do you think the established base of retailers... ...adds to the enterprise value of SanDisk? I mean, as a retailer would one risk relying more heavily on one leading supplier or play the field ready to switch to the low cost producer at the drop of a hat? I think if the '987 licensing had worked out as SanDisk planned they would be less concerned about who is selling cards, but with this situation still cloudy it would appear that SanDisk is firmly clutching the retail channels they have developed over time. Thus, the retail partners have an unquantifiable value to SanDisk. If SanDisk remains a reliable, low cost provider of quality items they should stay in the favor of these retailers. Maybe SanDisk needs to think about making Memory Stick to round out their complement of cards offered? Wonder if that has crossed their minds. Aus

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