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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: slacker711 who wrote (27876)	4/11/2005 11:18:44 AM
From: Sam	Read Replies (1) of 60323

That is bullish. Seems like you should have bolded this line too, so I'll just repeat it here: Lee forecasts NAND demand to outstrip supply by 5% to 10% this year. Even as more and more DRAM makers boost the supply of NAND due to the relative ease in shifting production with little capital investment, he still expects a "slight" shortage in 2006. The question is, though, will Mr. Market listen to what Samsung is saying, or just continue their "oversupply" and "falling margins" mantra of the past 5 quarters, despite these having been shown to be false? I have to say, I was surprised at this line: Lee, who has spent over a decade at Samsung developing flash-memory chips as an engineer, said that profit margins from the flash business will surpass that of DRAM by the end of this year. I would have thought that profit margins from flash were larger than those from DRAM already. In fact, it was my impression that DRAM businesses operated on razor thin margins due to competition. Guess not for Samsung, at least. I wonder what their accounting is like.

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