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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%3:59 PM EST
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To: slacker711 who wrote (27900)4/14/2005 11:29:20 PM
From: pompsander  Read Replies (2) of 60323
 
SNDK had forecast a 15% drop in ASP for NAND in this quarter. the Samsung 9% drop at the production level would seem to validate that pricing stayed stronger this quarter than had been expected.

Love that comment about not keeping up with NAND demand.
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