WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.68

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3:59 PM EST

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To: pompsander who wrote (27976)	4/22/2005 4:15:47 PM
From: etchmeister	Read Replies (1) of 60323

While we had hoped for higher Q1 sales, improving manufacturing yields allowed SanDisk to post a record-high product gross margin of 37.2%. higher manufacturing yields not only mean higher margins - it also means more good dies/units out than expected largely due to supply constraint So what is the rootcause for supply constraint? unfortunately the ML report does not seem to cover this point

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