WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: SBHX who wrote (7429)	10/9/1999 7:46:00 AM
From: Ausdauer	Read Replies (1) of 60323

Sacred, If SNDK could make more 96MB's, I bet there's a bottomless market for them at this point. Current flash memory production capacity is already spoken for. Manufacturing SanDisk CompactFlash is the equivalent of printing $10, $20 and $50 dollar bills. The only problem is they are running short of paper to print on. This shortage of manufacturing capacity may constrain SanDisk's growth in the near term. And if you start adding up OEM sales (for example, the RCA Lyra comes with either a 32 MB or 64 MB SanDisk CF card), it is surprising that any CF makes it to retail at all. Having said that, after a long drought I have noticed that most Internet electronics retailers are now flush with SanDisk CF cards. The prices for the higher capacity cards are firm. I did purchase two 64 MB Kodak Picture Cards this week for $129.95 each at Buy.com. I plan to give one away as a gift to an uncle, along with a digital camera, this Christmas. The other I plan to not use at all. I will frame it and store it away for posterity's sake. Then, when all is said and done, I can look back saying... "Do you remember when we used these clunky CpmpactFlash cards that only held 64 MB each." or "Do you remember when Kodak's last gasping breath was disposable cameras with 800 ASA film." I expect it will be a museum piece by the time I hit 60. Wait, my phone is ringing. I think it is our Science and Technology Museum looking for a donation. Ausdauer (SNDK = license to print money) ($60)

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