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Technology Stocks : WDC/Sandisk Corporation
WDC 236.39-2.8%Jan 23 9:30 AM EST

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To: Ausdauer who wrote (25952)5/25/2004 2:05:37 PM
From: Pam  Read Replies (1) of 60323
 
Hi Aus,

Eric Stang is still pissed-off. Its clearly evident in his remark. I think, such a response was very inappropriate and I hope Samsung makes them absorb the higher cost memory inventory in the channels from first and second quarter. Lexar is relying too much on the new NAND supply which may not be as much to begin with and will be lot more expensive than Samsung's till they move to finer geometries and are able to produce low-cost high density chips. They are definitely Aus@bitingthehandthatfeedyou.com LOL! Good one!

-Pam
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