WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 178.23

+0.8%

Dec 23 3:59 PM EST

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To: Robert Douglas who wrote (26289)	7/2/2004 10:45:55 AM
From: Ausdauer	Read Replies (1) of 60323

Robert, Eli stated in the c.c. that the cost reductions were on the higher capacity products... ...I believe. The cost reductions were not across the board. Gross margins are still predicted to be in the 30% range despite this. I don't know if rebates are factored in or whether rebates are accounted for as an operating expense. In any case, SNDK may have take away some market share from competitors and the USB drive business is hopefully growing. I hope digital video and cellphone business is ramping up. Aus

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