WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.42

+2.9%

3:59 PM EST

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To: clix who wrote (27745)	3/25/2005 5:02:38 PM
From: pompsander	Read Replies (1) of 60323

One observation from your notes on the Lexar CC: If Sandisk/Toshiba produce 30% of the NAND and set a price point, let's say, 15% below what LEXAR is going to charge its clients....how long do you think it will take before those clients sign agreements with SNDK to accept SNDK product just as soon as production/volume/yield improvements allow SNDK to meet their needs? Those clients will not stay with LEXAR a moment longer than necessary, nor would they ever return to a company like that unless forced to....sheesh. It is one thing to have higher production costs than a competitor...but to broadcast that you will force customers to pay that price to protect your margins, thus hurting theirs....why would they be loyal?

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