WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: Cooters who wrote (18118)	1/10/2001 9:31:36 AM
From: Ausdauer	Read Replies (1) of 60323

Coots, Thanks for the transcript. SanDisk is being cautious with some safe harbor additions and concern for FD regulations. Well, with the stock price so depressed I think this is playing it safe. Bottom line is that Eli was outspoken on the pricing issues. The company has true vertical integration. I think considering all of the features of this integration it is hard to think of any flash card manufacturer who has a lower "global" cost structure. Message 15153772 I think Eli was outspoken, but not outlandish. Looks like SanDisk's legal team wanted some disclaimers on some of his more bullish remarks. Well, better safe (harbor) than sorry. Aus

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