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: Binx Bolling who wrote (9019)	1/31/2000 6:57:00 PM
From: Binx Bolling	Read Replies (1) of 60323

Do others agree with this guy's post regarding Sandisk's profit margins (from the Intel thread)?: To: Process Boy who wrote 97910 From: Gary Kao Monday, Jan 31, 2000 2:51 PM ET PB: thanks for the URL...while it does relieve my anxiety a bit, I am still concerned that while a new standard is evolving in a business that Intel is deep into, Intel appears not to be at present participating in the highest echelon of the standard- and decision-making (and therefore the highest potential of profits). What about profit margins? I don't know Intel's margins on flash...but while Sandisk's profit margin is <10%, I am willing to hazard a guess that Intel's StrongArm and flash margins are probably not much better than that. Also, remember that 6.7% of a multi-billion dollar industry may still add up to many tens of millions of profits. While this will still be a fraction of the profits from CPU's, those added pennies per share may be incremental and help Intel achieve "record profits". Feedback? Thanks in advance, Gary Message 12733732

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