WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 176.87

-2.4%

Dec 22 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (26262)	6/29/2004 12:27:02 PM
From: slacker711	Read Replies (1) of 60323

I don't see any data that would indicate a glut of chips. Just the opposite seems to be true. Too many new applications are eating up whatever surplus might have existed a couple of months ago. What data are you looking at? If this was the case, I would expect NAND prices to be rising....which I have yet to see any signs of. The worst part is that most of the new supply is supposed to be coming in the second half of this year....which is why the price cut by Sandisk was considered to be a quarter earlier than actually needed. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next