WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Ausdauer who wrote (21358)	12/20/2001 12:29:01 AM
From: limtex	Read Replies (1) of 60323

Aus - For what it is worth this is my partial analysis:- 1. The Toshiba deal must be seen as a recognition that material consolidation has to take place as there must be a significant over capacity in the World. 2. Both Tosh and SNDK must be concerned about competitive pressure. 3. A combination of the above and branding issues must, imho, have meant that profitablility was going to be increasingly difficult to see and SNDK probably decided this is the best way to get back to profitability and to conserve cash. 4. As for the fund raising I'm not sure I understand that at least not for $100. Best, L

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