WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.68

-1.0%

Dec 29 3:59 PM EST

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To: Sam Citron who wrote (28005)	4/25/2005 12:46:07 PM
From: Cary Salsberg	Read Replies (4) of 60323

Hi Sam, There is a difference between "execution" and long term competitive advantages. SNDK is executing well. The "market segmentation strategy" is working, now, but, in previous posts, you have pointed to the reasons that drive uniformity. A risk section without any attempt to quantify the risk is just legal boiler plate to cover his ass and not very useful. SNDK might very well join companies, like QCOM and QLGC, that I don't buy because I can't identify sustainable competitive advantages, yet continue to execute at a very high level.

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