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Technology Stocks : WDC/Sandisk Corporation

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: Howard R. Hansen who wrote (24446)	12/30/2003 11:57:49 AM
From: Dave	Read Replies (2) of 60323

Howard: nyvidsrch.bloomberg.com Above is the link to the interview. As I recall, you can click on where the CEO of SanDisk begins to speak. You will have to scroll down a bit. Couple of comments: 1. The CEO of SNDK did refer to Samsung as a 800lb Gorilla 2. The CEO of SNDK said that the current pricing environment is "benign" The basic problem within the Flash industry is not a "technological" problem. Rather, the issue is of "Brand Awareness". The company that starts advertising on TV & Radio with a catchy jingle like the "Intel inside" jingle will gain the most market share and not compete on price.

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