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 (27281)	1/25/2005 6:39:28 PM
From: pompsander	Read Replies (1) of 60323

The lexar revenue and sales numbers are highly encouraging, showing some nice increases and holiday season demand. No reason to think Sandisk won't have seen similar demand. Their problems with margins stem, as noted, from their lack of a dedicated supply of flash and "price protection obligations". Falling prices for NAND cut Lexar doubly deep, and Eli's unspoken plan of bleeding the competition to death is showing results here.

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