WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.83

+1.5%

12:13 PM EST

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To: Ausdauer who wrote (14522)	9/6/2000 9:44:28 AM
From: Tumbleweed	Read Replies (1) of 60323

Re :Data storage flash to be in short supply through 2004!!! This is excellent news for SNDK shareholders. Let's hope demand stays high and pricing remains "benign". Not so sure I agree its good news Aus. While supply is constrained, Sandisk is unable to sell as many units as it could otherwise make, and there is a maximum price that people will pay, whatever the shortage, limiting profits and growth. Also, while pricing remains high, purchases will be lower than otherwise. For example, I may well buy 3 extra CF cards at say $25 each whereas I wont buy one at $75, I'll make do with what I have. Obviously there must be a 'sweet spot' somewhere , where profits and growth are maximised, and I have a suspicion that its more towards the greater supply end of the spectrum than where we currently are. Just my 2c Tw

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