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Technology Stocks : WDC/Sandisk Corporation
WDC 152.88-5.9%Nov 18 3:59 PM EST
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To: DukeCrow who wrote (13173)7/20/2000 10:39:16 PM
From: Binx Bolling  Read Replies (1) of 60323
 
Back in January 2000, I believe Eli said he could have sold 3-4 times the product if he had it available to sell.

I infer from this that SNDK was blind-sided!

Their marketing research let them down.

When SNDK introduced the MMC card they expected it be a BIG seller. If I recall correctly they expected cell phones to be the BIG user of MMC. I don't think MP3 was on their radar screen.

It has been over 2 1/2 years since the introduction of the MMC. How many people have you seen using a cell-phone with MMC? I think the early optimism for MMC was pre-mature for cell phones but late for MP3 players.

Now Eli says they have been blind-sided by demand for Digital Video Camera demand.

What will be the next device they get blind-sided by?

Auto-PC's? Cable Boxes?

I believe SNDK has sucked at understanding the demand for product. Their marketing forecasts blew it!

Marketing forecasts prevented them from obtaining enough capacitors also.

Below, I repeat again a post by Rex:

To: Sam who wrote (8964)
From: Binx Bolling Friday, Jan 28, 2000 1:01 PM ET
Reply # of 13193

Here is a repost from Rex Dwyer regarding Long Term Forecasts:
To: Mike Winn who wrote (697)
From: Rex Dwyer Tuesday, Aug 26, 1997 12:22 AM ET
Reply # of 8968

I am sorry, but the analysts are being WAY too conservative on the growth rate. To get to 12M units by the year 2000, SNDK needs to grow
by about 300% per year; 50K to 12M in 4 years.
SNDK is starting to see growth, conservatively, in excess of 150% per year.

People just don't understand the importance of design-ins. We knew this was going to happen.

Rex
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