WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (20031)	4/9/2001 7:24:07 PM
From: Road Walker	Read Replies (1) of 60323

Aus, re: That's only a little funny, John. I was only trying to be a little funny. All of their measure are backward looking. re: Right now SanDisk only has a NOR flash controller on the shelves and the annual report lists the development of the NAND controller as a business risk. I find it hard to believe that we will have NAND flash pouring out of Dominion soon and no proven NAND-based controller to utilize. I find the annual report difficult in this regard. I don't think I would worry wrt to that. But who knows? I still wish we could find a way to measure end user demand for digital cameras. The Best Buy's still say they are one of their strongest categories, but the SanDisk's are primarily blaming the OEM's for soft sales. I also wonder about the capacity coming on line. Any idea what Dominion's capacity represents as a percentage of demand? I am puzzled also. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next