WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Charlie Smith who wrote (24666)	1/22/2004 12:40:35 PM
From: Ausdauer	Read Replies (3) of 60323

Eli always has (and always will be) focused on growing ABSOLUTE PROFIT dollars... He harps incessantly on price elasticity and EXECUTES. Here, Here. Well stated. I sensed some frustration on Eli's part that this message still is not being heard. The analysts have a hard time comprehending elasticity and an even harder time seeing anything beyond gross margins. Bottom line, the size of the market will expand, product mix will cause variation in margins, and raw material "outsourcing" from Samsung will lower gross margins in the face of supporting greater total card sales and revenues. The only unquantifiable risk is oversupply and that issue will never go away. Not now and not 10 years from now. I think this causes the greatest discomfort. Aus

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