WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 222.19

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3:52 PM EST

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To: Cooters who wrote (26726)	9/30/2004 10:48:48 AM
From: slacker711	Read Replies (1) of 60323

We still see this type of embedded storage coming from the Koreans, where domestic handsets are not(generally) sudsidized. I don't think carriers in the rest of the world will be willing to pay for a hard drive, whether it is $30 or $80. I agree....the projections for the entire market are laughable. It is something to track, but 500,000 units in '05 means that they dont even see these handsets getting that popular in Korea. If you cant sell a new handset feature in Korea/Japan, it has almost no chance of spreading to the rest of the world. Slacker

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