WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 152.20

-3.7%

Nov 4 3:59 PM EST

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To: Road Walker who wrote (18085)	1/9/2001 5:54:59 PM
From: Ausdauer	Read Replies (2) of 60323

John, Did Eli look like a guy about to disappoint "The Street" in two weeks? The guy was dripping so much confidence they had to clean the camera lens. He addressed price sensitivity in the interview and acknowledged that SanDisk's "passion" has been to decrease manufacturing costs and bring high quality, affordable flash cards to the consumer. He also stated that some desperate competitors would do just about anything. SanDisk is vertically integrated...everything from soup to nuts. My general impression was that some decrease in price points is intentional. I found this reassuring. For anyone who watched the interview consider whether SanDisk succumbed to pricing pressures in Q4 or whether it passed on manufacturing efficiencies to the consumer. I think there is only one logical conclusion. Finallyk, it seemed that he was addressing some of the points made here on SI. Maybe he does read this board. Aus@I_want_one_of_those_white_oxfords_with_the_SanDisk_logo.com

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