WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: slacker711 who wrote (26767)	10/12/2004 12:24:04 PM
From: Pam	Read Replies (1) of 60323

Hi Slacker, The reason for a huge decline in T-flash is because the cost to SNDK on these cards is very little (implying GM very high) and SNDK knows that these cards are going to get obsolete very soon (just like my 32/64/128MB cards did) so why not entice customers into buying something that they will endup replacing in the coming quarters anyway? Sandisk may say that they want to sell "Shoot and Store" as consumables, but deep down the idea is to make everything consumable (and obsolete-able if there is such a word!) else down the road there will be very little growth in revenues. I agree, Sandisk will license this to other companies (and collect lic fees and royalties :-)). If you have heard Eli, I love the way he says "open competeshion" in his conf calls! -Pam

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