WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: pompsander who wrote (28121)	4/29/2005 1:14:28 AM
From: clix	Read Replies (1) of 60323

Right. But since Sandisk doesn't make enough NAND to pick up all the demand, there are some dangers in this scenario. One of them is companies like PQI (which have a business model similar to Lexar's but make money) growing to fill the void, with Samsung's flash. The other, Samsung buying Lexar or simply replacing it in the flashcard market. As I mentioned before, I think Sandisk is much better off with a struggling and whining Lexar. By the way, they didn't burn cash this Q, so their demise is temporarily on hold.

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