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 157.75

+0.4%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (26359)	7/14/2004 1:57:58 PM
From: Ausdauer	Read Replies (2) of 60323

Slacker, I think the entry of new players... ...may be overdone for the time being. We have yet to see products and volume ramping. The chip densities may not even be cost-effective in today's market. Your post also suggests the newer players will need to add capacity in order to be significant volume players. I question if they are doing this to insure some "homegrown" flash for multifunction memory chipsets or if they actually intend to become world suppliers that compete with Samsung and FlashVision. We probably won't know until mid- to late-2005 what the impact will be. Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next