WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

Nov 17 3:59 PM EST

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To: Jason W who wrote (17093)	12/11/2000 1:46:41 PM
From: Win-Lose-Draw	Read Replies (3) of 60323

*Flash could become a commodity priced item. That is a given. Every memory product has become a commodity item, and certainly one aimed squarely at consumers will become a commodity, if it hasn't already. Nobody cares what brand of memory is in their PC, and nobody cares what brand of Flash is in their MP3 player. As long as capacity is constrained pricing pressures may be mitigated...but you can bet your bottom dollar capacity won't stay constrained if there is any margin in this business.

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