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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: Pam who wrote (28126)4/29/2005 2:48:56 PM
From: clix  Read Replies (1) of 60323
 
Sandisk, will have enough Nand soon

If Sandisk has enough NAND to pick up Lexar's market share, and Samsung also keeps ramping up -- won't this add up to a glut? Don't know what controllers the other companies are using, but they seem to have decent market shares -- especially overseas.

Re Lexar cash, I defer to your judgment, as always. But I am fascinated, as you know, by the sequel to a possible Lexar demise, and I cannot imagine why Samsung wouldn't be interested to take over and become vertically integrated here as well. But we've been over this at length.
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