WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.44

+1.0%

Dec 26 3:59 PM EST

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To: Pam who wrote (26792)	10/14/2004 3:08:53 PM
From: slacker711	Read Replies (2) of 60323

Sandisk's best q in terms of Mbit shipments growth q-over-q has been 40-50% and we need to do 90% Mbit growth this q over the most recent one to make the 515mm rev target (midpoint of 500-530)! I wouldn't say impossible but pretty daunting task, if I may say so. Unless of course the prices firm-up and that can mean higher revs for lower Mbits (seems unlikely though, the way Samsung has played its cards)! Where is the price elasticity when we need it?? My guess is that price elasticity in the DSC market is starting to slow....and we are just beginning to hit price points where NAND flash works for MP3 players. Sort of a gap in the demand side of the equation. Hopefully, that is at least part of the reason for what Sandisk is trying to do....cut prices hard to try and move the MP3 market towards NAND. This is just my own personal benchmark, but I see having 2GB flash based MP3 players available for less than $200 as really starting to move the market. On the handset side, it seems like retail sales are still slow....though I see this as just a matter of time. At some point during the call, they mentioned how many handsets would be coming to market with Transflash and it was quite a bit more than I expected. Anyone remember the number? Slacker

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