WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 243.20

+0.5%

3:59 PM EST

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To: limtex who wrote (25929)	5/24/2004 12:04:25 PM
From: Pam	Read Replies (1) of 60323

Limitex, The only way I can see SNDK do really, really well is when there is a shortage of NAND memory. If demand outstrips supply one more time, I think SNDK can takeout the old high from a few years ago. But right now it looks like it will get more ugly than everyone thinks- headed below 20 unless we see some indication of how well SNDK is doing with the price-cuts. The key numbers to watch, in my opinion, this Q are- GPM, MB/card (last Q was 189MB). My feeling is the next few Q's Sandisk will sell a lot of Flash Drives. They will have some high capacity products (4GByte?) by packing 8-512MB (4Gbit chips) in a couple of Q's. The question is are there buyers for such products for hundreds of dollars?? -Pam

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