WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 170.77

+0.7%

10:11 AM EST

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To: Art Bechhoefer who wrote (18485)	1/24/2001 11:35:22 PM
From: hueyone	Read Replies (3) of 60323

re:SanDisk is gaining market share, if anything. In 2000, their market share was about 28 percent, and Harari expects it to be well above 30 percent in 2001. Art, Thank you very much for taking notes and sharing your results. Can you please elaborate on the above market share statement? Sandisk's 602 million revenues represents about 5 1/2% of the year 2000, 11 billion dollar flash market. Does this statement represent Sandisk's share of the flash data storage market? If so, that indicates that data storage represented about 2 billion dollars of the flash market and that code storage represented about 9 billion dollars of the flash market. These results would be in line with estimates I heard earlier in the fall. Best, Huey

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