WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 168.90

+4.9%

Dec 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (8313)	12/5/1999 6:47:00 PM
From: Bargain Hunter	of 60323

I haven't studied PRD in any depth, but I would assume that they suffer from the same inherent problem as Kodak. Their existing revenue base is under threat from digital cameras in a way that makes it hard to understand how they can maintain anything close to today's revenues, let alone make a profit commensurate with their stock price. Yes, they might sell a lot of cameras if they keep the prices down, but how can they hope to replace the revenues and profits from film? Of course there will be other revenue sources than cameras (memory cards, printers, special paper etc) but all of those are likely to be very competitive too. It is analogous to the situation faced by Wang when PCs started replacing stand-alone word processors.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next