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Technology Stocks : WDC/Sandisk Corporation

WDC 160.42

+3.1%

2:59 PM EST

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To: Craig Freeman who wrote (19820)	3/26/2001 12:35:09 AM
From: Craig Freeman	Read Replies (1) of 60323

On-topic, good news! To my knowledge, "Tiger Direct" was the first mailorder vendor to support Lexar Media. Famed for offering "deals", for many years Tiger has offered the lowest cost on everything from dirt to PCs. For example, their latest catalog features "audio" CDs for $0.67 each -- despite the fact that there is a $1.00 per CD royalty due on all audio CDs. Tiger is currently having a "sale" offering both 4x and 8x Lexar media 64MB CF chips for $119. They are also offering PNY CF at $125 for a 64MB CF card. Despite their "discount attitude" over the past several months, the retail price for a CF card at Tiger .... hasn't changed. IF the flash marketplace was undergoing an inventory crisis, you would have seen it first at Tiger. IF there was an excess in supply, Tiger would be offering $100 CF cards with $80 rebate coupons. But no. Prices on CF at retail have held solid. I don't have a clue why SNDK isn't shipping more cards to BestBuy. And I haven't a clue why the stock is down so much for the year. What I do know is that retail prices are holding and that store stocks of SNDK products are almost zero. Perhaps SNKD's suppliers have not delivered. Perhaps the Toshiba deal is worth several times what we thought. Perhaps SNDK is so busy issuing options to its officers that it forgot to send supplies to its customers. I don't know what I can't know. But what I do know is that that -- today -- there are fewer CF chips in the channel than ever before. And if SNDK could deliver CF chips, they would be able to sell them profitably. Craig

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