WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.34

-5.8%

Dec 12 9:30 AM EST

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To: TREND1 who wrote (19646)	3/15/2001 10:34:51 AM
From: Rocky Reid	Read Replies (1) of 60323

well, this is looking more and more like a pure-commodity business. With today's warnings, I expect further revenue erosion and stiffer price competition in the future as well. I just don't see people buying extra cards, instead they seem to buy the biggest card they can right off the bat with a digicam purchae, and that's it. I think this is why sales of devices like digital wallets, Clik drives, and IBM Microdrives have been so poor. SNDK looks to fall to $10 within a few weeks. Their only hope I see is I think SNDK should finish its Flashvision JV this year, get it online and running, and then hope for another Asian earthquake.

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