WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Pam who wrote (26217)	6/26/2004 9:32:19 PM
From: Robert Douglas	Read Replies (1) of 60323

Let me ask you something, do you perceive any risks to Sandisk at all in the near-term? Pam, the near term is almost impossible to predict. Why spend so much time trying to do so? As a good economist, I can quote you from our bible. "Prices are determined at the margin." For flash prices that means that if you have 5% excess capacity, prices will drop significantly. If there's 5% capacity shortage, then you get the reverse. I don't care how much time you spend going over the numbers, you'll never be able to forecast supply and demand within this tight a range. Why try? Yes, it will move SNDK shares in the short term but this doesn't really matter to someone who's in it for the long haul. What I CAN predict with much greater confidence is that demand for Sandisk's products will grow significantly in the next 3-5 years. This market will be many times as large in the future. If you believe Sandisk is the market leader, you can't help but think that the stock price will one day be many times the current level.

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