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: Ausdauer who wrote (24668)	1/22/2004 2:46:06 PM
From: Jim Greif	Read Replies (2) of 60323

Aus, I found one point made in the conference call particularly interesting, and no one seems to have noticed it, or thought it important. Eli pointed out that price drops are a good thing, because they can lead to entirely new products and applications. How many people would have predicted Cruzer-like products a few years ago, and they are now becoming an important revenue source. I think it is possible that additional price drops, combined with greater and greater memory capacity, may lead to a slew of new products that no one can currently predict. Just my two cents. Jim

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