WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 3:59 PM EST

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To: Allegoria who wrote (12443)	7/3/2000 12:38:12 AM
From: Gary Kao	Read Replies (2) of 60323

Eric: thanks for your detailed note...however one giant flaw in your and SSTI's line of reasoning is that should demand for flash be met or dry up, the giants such as Intel and AMD will no longer be willing to forgo the lower end flash market. Indeed, dropping prices on their higher end products will inevitably kill off the lower end...I seriously doubt that SSTI can produce flash far cheaper than Intel, in terms of dollars per meg. In such bear markets, SSTI could wither away virtually "in a flash" (sic! could not resist!). Gary

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