WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: slacker711 who wrote (26763)	10/12/2004 10:10:05 AM
From: Pam	Read Replies (1) of 60323

Hi Slacker, Trying to decipher the gutsy call- -weakening NAND pricing- self-explanatory (although we have been getting mixed messages from diff pieces of news recently and Samsung raising prices ahead of 4th Q) -DSC headline risk- Inventory glut at low-end DSC? or attack from Cell Phone Camera's at low-end? -slowing manufacturing benefits- negative to neutral for Sandisk but positive to neutral for FLSH- I am having hard time figuring this one out! Sandisk just started manufacturing 90nm MLC chips and Samsung doesn't start 70nm SBC till 1Q2005 so what am I missing here?? and what is positive for FLSH? What options look attractive here? -Pam

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