WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 274.71

+4.6%

10:05 AM EST

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To: sdpjf who wrote (30409)	12/7/2005 12:01:07 PM
From: Pam	Read Replies (1) of 60323

Peter, Sandisk remains very well positioned but because of concentrated positions of this company's stock in the hands of a few major players, it is extremely volatile as they have been able to get in and out for short-term gains and disrupting the kind of stock price performance we are seeing in the case of AAPL. Sandisk has access to more than enough non-captive supply they need but as they increase those purchases beyond 30-40% it lowers their margins and they want to maintain their operating margins north of 20% rain or shine for now. Nothing will please the street but I will be happy as long as demand and supply are relatively balanced. +/-2-6% should be okay because of the price elasticity in the nand markets. -Pam

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