WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 272.14

+8.7%

1:29 PM EST

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To: Dave who wrote (24847)	2/4/2004 1:20:30 PM
From: Steve 667	Read Replies (2) of 60323

Dave: yes, I am aware of Dell's success strategies, but my point was that an excess supply of DRAM chips did not hurt Dell's profits! So why should an excess supply of flash chips hurt Sandisk's profits? That is the question that no one here or elsewhere has been able to answer. As to your question, "What is it that SanDisk is doing now that it's competitors are not doing, yet?" I guess my answer is collecting lotsa royalties when the competitors make and sell more products. Is that a good answer? Steve

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