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Technology Stocks : WDC/Sandisk Corporation
WDC 181.54+1.1%Dec 26 9:30 AM EST
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To: Ausdauer who wrote (18690)1/26/2001 6:29:31 PM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Aus, when you noted that inventories are bulging, those inventories, it would seem, do not include the kind of high capacity cards to be manufactured at the new plant in Virginia. I think the large inventories Eli was referring to were the lower capacity flash cards that were not being shipped to the OEM customers as fast as had been expected. Suppose the excess inventories include 8 and 16 mb CF cards, and possibly 16 and 32 mb MMC or SD cards. What about 128 mb CF and 512 mb SC cards? That's where the money is, IMHO.

Art
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