WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.57

-0.2%

Jan 16 3:59 PM EST

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To: limtex who wrote (26972)	11/17/2004 7:12:47 PM
From: Dave	Read Replies (1) of 60323

What is the point of spending $1bn on a fab if all that results is simply more brutal price cuts with no end in sight. Why do airlines buy more airplanes other than their airplanes are "older" I don't suppose anyone has any idea what the plan is to cope with all out dumping by competitors? When selling a commodity product which I assert is the business SNDK is in, it is important to be the lowest cost producer and have enough capacity to supply the entire market. I have my doubts as to whether SNDK through its JV is the "lowest cost producer". Last quarter, their JV lost money.

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