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Technology Stocks : WDC/Sandisk Corporation
WDC 221.57-0.2%Jan 16 3:59 PM EST

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To: Art Bechhoefer who wrote (25850)5/18/2004 8:22:49 AM
From: Road Walker  Read Replies (1) of 60323
 
Art,

re: The question is whether a manufacturing and distribution chain involving Samsung, Lexar, and Kodak will be able to compete with the more vertically integrated approach taken by SanDisk.

That and the question of the power of the Kodak brand. It may not be what it was 20 years ago, but I still think it has some influence with the average Joe. All else being equal, will he choose Kodak over SanDisk?

John
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