WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Craig Freeman who wrote (9145)	2/10/2000 4:18:00 AM
From: Tumbleweed	Read Replies (1) of 60323

IMHO, the Nikon/Lexar deal does not bode well for SNDK. If this deal is just to put a Lexar flash card in Nikon cameras, then I presume the only commitment Nikon have made is to buy a certain volume, and price would have been a very important factor in that. There would be no long term 'design ins' or any other lock in for Lexar would there? So I just see this, unless there are some other facts I dont know, as a simple "who can sell me xxx,000 CF cards at the cheapest price?" issue and not a strategic one. Joe

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