WDC/Sandisk Corporation Message Board

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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 (27880)	4/11/2005 1:10:40 PM
From: Pam	Read Replies (1) of 60323

Hi Slacker, An undersupply situation of 5-10% seems like a huge number. I wonder what ASP Samsung uses to come up with that projection. Yes, that would be a huge number and surely SNDK's stock price is not reflecting that kind of shortage situation right now which tells me most analysts are not yet convinced of that undersupply scenario. I think they might have meant to say profits and not profit margins in that quote. I am fairly sure that Samsung has stated that NAND had the highest margins in their memory division. Nand was the most profitable for Samsung in terms of margins last quarter in their Semiconductor division. Although, total amount earned maybe higher for DRAM because of a comparatively larger DRAM market albeit at lower profit margins. What happened to LEXR suddenly?? -Pam

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