WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Win-Lose-Draw who wrote (19444)	3/5/2001 8:56:43 PM
From: Road Walker	Read Replies (1) of 60323

WLD, re: "It was suggested that because you can store information on SNDK's products the company is more like EMC or NTAP than, say, Micron." Well, I guess SanDisk is more like EMC than Micron, as far as it's product characteristics go. And it's more like Kodak than Micron, because it's a consumer products company, rather than a component company. If what you are suggesting is that SanDisk is more of a commodity manufacturer than EMC or NTAP, I won't argue that point. John

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