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 160.00

-2.2%

Dec 2 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (21036)	10/27/2001 4:26:01 AM
From: Craig Freeman	Read Replies (2) of 60323

Zeev, SNDK's "book value" is hard to determine. SNDK invested a gazillion bucks in a Toshiba plant but Toshiba seems more interested in dumping that plant than in making semis for sale. Real world: CF flash is selling for a tad over half of what SNDK predicted for this date on a dollatr/MB basis. There are many competitors. The market for CF is relatively small and currently saturated. On the good side, inventory is less of an issue today. On the bad side, people have decided to stay at home and buy nothing rather than to risk opening a package containing a new digicam and being sprayed with Anthax particles. If BestBuy had a zillion square feet dedicated to SNDK, I would buy more shares. Fact is, Bestbuy doesn't have but a small number of digicams in stock and they spend most of their time trying to sell CDs (blank and recorded). Craig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next