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 163.58

+0.2%

Dec 1 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andre Williamson who wrote (21060)	10/30/2001 11:29:29 PM
From: Craig Freeman	Read Replies (1) of 60323

Andre, We agree more than we disagree. I draw a parallel between SNDK's "investments" and SSTI's physical inventory. IMHO, when a company spends a bunch of money in an attempt to produce product and the likelihood of that money being turned into end user sales is delayed, you have "an inventory problem". SSTI management announced recently that, after current write-offs, they considered their inventory problem resolved. Therefore, if they have higher inventory than in some previous quarter, that portends future sales and profits. On the other hand, SNDK appears to have inventory problems because they have the ability to produce far more product at a higher cost than they can recoup through sales (with still more product coming in the future). If you check the price of both company's shares since my original post, it seems that I am not alone in this belief. Intel makes its living by spending a billion bucks a year convincing people that they need more MHz and suing everyone who ever got in their way. But once SNDK sells a 128MB flash card to a digicam user, that user might never buy again. SNDK: No identifiable logo. No end user website. No "buzz" on the 'Net or in the press. No lawsuits. No marketing campaign. Does anyone still wonder why SNDK products aren't selling well? Craig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next