WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 174.20

+1.2%

2:01 PM EST

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To: pass pass who wrote (23800)	10/10/2003 5:36:55 PM
From: Art Bechhoefer	Read Replies (2) of 60323

The difference between the situation facing Lexar and SanDisk is that SanDisk manufactures a large part of its products in a factory jointly owned and operated by Toshiba. Lexar depends entirely on outside sources. SanDisk, in order to meet the unexpected growth in demand, has been buying wafer from Samsung. In a stable pricing situation with demand continuing to grow, any company forced to depend solely on outside manufacturing facilities can be placed at a disadvantage if its supplier starts to raise prices. The only situation where Lexar would fare better than SanDisk is if demand is falling and SanDisk ends up with underutilized capacity. Art

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