WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.47

-1.1%

12:02 PM EST

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To: Road Walker who wrote (17806)	12/29/2000 6:14:21 PM
From: Ausdauer	Read Replies (3) of 60323

John Fowler, thanks again for the information on retailing. I think that I posted that the Staples store near my parents home (about 1 hour from NYC) was down to a single 16MB SanDisk CompactFlash. No other cards available at all. No SmartMedia available at all. The guy mentioned that he was chronically understocked on CF during the Christmas rush. The same salesperson also said they had sold a lot of digital cameras. He asked what I was looking for specifically. I said I needed a larger capacity CF card. He then said he expected further deliveries in 4 to 6 business days. Again, only anecdotal information, but I think a lot of storage flash of all varieties was sold in the last quarter. I try not to exclude Memory Stick from this computation. I still find it hard to believe SanDisk offered much in the way of rebates and incentives. Most retail outlets (such as BestBuy) definitely were not selling flash cards at a discount. I still get a little bit of sticker shock when I look at cards above 32MB at places like BestBuy or Computer City. I hope that margins held up for us. I guess I will worry until the quarter is announced just because worrying is something I have gotten quite good at lately. I think if bulk sales of chips from Toshiba, Samsung and Hitachi are continuing to expand we should expect significant increases in licensing fees this quarter (when they reconcile the second half of the year as was done in Q2) along with whatever licenses were negotiated as a result of the successful defense of '987. Best, Aus

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