WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.05

-2.0%

Dec 30 3:59 PM EST

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To: Art Bechhoefer who wrote (28010)	4/25/2005 5:08:27 PM
From: Pam	Read Replies (1) of 60323

Hi Art, In this upstate NY area, I've noticed WalMart stocking SNDK cards for the lower capacity applications, and the standard types, not the Ultra or Extreme. WalMart goes mainly for strictly low priced stuff, and they probably made a deal with SNDK to buy up lower capacity cards at a huge discount. Thanks for the update. I am glad that they keep just the low-end stuff and it will provide a good outlet for Sandisk to get rid of their low-density products. But with the number of stores Walmart has and the way they stock-up on the products that they carry, I am worried that the amount of inventory Sandisk carries is bound to increase as they book revenues based on "sell through" rather than "sell to". This is a big risk when you are dealing in a product that is rapidly declining in price with time. Of the office supplies stores on the East coast, OfficeMax is the one which was not carrying Sandisk products. OM was carrying Lexar products but I wouldn't be surprised if that changes soon. -Pam

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