WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 252.66

+4.9%

3:59 PM EST

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To: Art Bechhoefer who wrote (24689)	1/22/2004 5:56:22 PM
From: Dave	Read Replies (1) of 60323

Art: Yes, royalties are growing faster, but also royalty revenues are much less than product revenues. Yes, as price comes down typically demand increases. Classic supply v. demand. The problem is what happens if the market is flooded? RE: Kodak and SanDisk That was then, this is now. I don't see why you continue to harp on your comparison of Kodak v. Sandisk. For investors in either company, they clearly have different expectations. For example, I bet you'd have Kodak investors doing jumping jacks in the parking lot if Kodak announced 30% revenue growth. As I said before, the market gets scared away because of falling margins, threats of more competition, etc.

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