WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.24

-5.8%

3:14 PM EST

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To: Road Walker who wrote (18546)	1/25/2001 1:56:09 PM
From: BillyG	Read Replies (1) of 60323

Most digital camera buyers look for the best price on CF or MMC cards. They are practically commodity goods. SanDisk cards sell at a higher price so I would not be surprised to see their branded sales hurting in the 16M to 128M range. Many cameras come bundled with the SNDK lower end 8M cards and SNDK seems to have a stronger presence above 128M. You are correct in that increased sales of non-SNDK cards would tend to boost their royalty revenue from the other suppliers. This would also contribute to an inventory problem for SNDK. I can't explain the street's strong reaction today. JMHO

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