WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 215.00

+0.5%

Jan 14 3:59 PM EST

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To: slacker711 who wrote (26676)	9/20/2004 10:11:58 AM
From: Art Bechhoefer	Read Replies (1) of 60323

It sounds like Samsung will have a competitive edge if they get their 60 nm technology into full production. This could put pressure on Toshiba and SanDisk to get their new plant into operation faster. If Samsung truly has an edge here, it's going to have an adverse impact on SNDK profit margins. I doubt that the additional volume of sales can make up for a major technology difference. This goes back to the low cost producer issue, which is paramount in analyzing the fortunes of manufacturers of what is essentially a commodity product. Art

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