WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: slacker711 who wrote (25498)	4/7/2004 11:31:48 AM
From: pompsander	Read Replies (2) of 60323

Any delay in the timing of the so-called "glut" due to arrive when INF, Samsung and others power up their flash production will be good news for SNDK. LEXR, and others. SSTI has raised NOR prices due to strong demand, digital camera sales are up 71% YOY, camera phones will be up over 50% worldwide and maybe 70% in the USA. Flash products (such as USB drives) are just now being launched in parts of the world with millions of potential buyers. No signs of priceing erosion yet that I can see and the real issue seems to be meeting demand.

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