WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 214.00

+0.9%

3:59 PM EST

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To: Bhag Karamchandani who started this subject	12/4/2003 1:07:31 PM
From: Cooters	Read Replies (1) of 60323

12:17PM Susquehana comments on NAND Flash : Susquehana believes that strong demand for NAND flash memory continues while the supply remains tight. Contract pricing for Dec edged up slightly and firm continues to believe that Lexar (LEXR 17.05 -1.19, -6.5%) and SanDisk (SNDK 66.56 -5.34, -7.4%) are key beneficiaries. Notes that the spot market is not a good indicator of supply and demand trends. According to firm's sources, Samsung has forbidden sales of its NAND flash memory devices to the spot market. As a result, the spot market exists due to distributors/agents that are attempting to make short-term profits in an undersupplied market.

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