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: Art Bechhoefer who wrote (8059)	11/11/1999 5:59:00 AM
From: Ausdauer	Read Replies (1) of 60323

Art, You said... It's nice for a company to be in a market where no one, not even the competitors, can ship enough product to meet consumer demand. If you had approached the CEO's of the major flash chip manufacturers a year ago and said... "Do you expect manufacturing capacity to be sufficient to meet market demand for the foreseeable future?" I am certain nobody would have predicted the situation that exists today. "The digital photography, portable digital audio (mp3) and handheld computing/multimedia markets will enjoy exponential growth over the next several years. SanDisk stands at the foothills of these steep growth curves facing a near vertical ascent in demand for their flagship product. The inversion of the forces of supply and demand is certain to follow." Ausdauer SanDisk...See the Big Picture

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