WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Jason Rooks who wrote (20402)	6/5/2001 10:50:10 PM
From: Ausdauer	Read Replies (1) of 60323

Jason, Excellent notes and thanks for taking the morning off to attend. I wish I could have joined you there. I am happy to learn that SmartMedia will be a profit center and hope that SmartMedia as a percentage of total revenues is mentioned accordingly during the quarterly earnings reports. I am glad SanDisk is able to drive down costs and hope that the competitive market place will help "separate the men from the boys" as we go forward. As cost becomes the distinguishing feature of various products we can expect that we are entering into a commodity market. As competitors fail or leave the market we may observe that sales of SNDK branded cards (the commodity) will replace royalty revenues. I had hoped we were heading in the opposite direction, but it appears we are not. If Dr. Harari feels package assemblers are significantly disadvantaged we will see whether or not their numbers trail off over the next few years. Perhaps this will only happen when margins become razor thin. I hope that we are able to stay well ahead of the falling ASP's and I fully expect a couple more brutal quarters before things turn around. Aus

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