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Technology Stocks : WDC/Sandisk Corporation
WDC 176.34-5.8%Dec 12 9:30 AM EST
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To: Art Bechhoefer who wrote (23801)10/11/2003 1:29:35 AM
From: pass pass  Read Replies (2) of 60323
 
The real threat is not from oversupply or shortage of wafers. The real threat is when all those Taiwanese flash card makers start to commoditize the market. So far I have not seen price erosion because memory stick or CompactFlash is still about the same price as a few months ago, when that comes eventually, both SNDK and LEXR will plummet, just like the DRAM business.
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