WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: slacker711 who wrote (30850)	1/5/2006 12:28:27 PM
From: Sam	Read Replies (1) of 60323

One word....Wow! One word--Agree! I fully expect Sandisk to initiate a substantial price cut in the next month. They are going to cut prices hard and grab share like there is no tomorrow :-). I'm not so sure about this, at least about the second sentence. It depends on if there are still shortages or at least if supply/demand is still in balance or not. There is no point to cutting prices "hard" if supply is still constrained. No one, to my knowledge at least (admittedly limited knowledge), is breathing down their neck. Better to get as much cash as possible over the next few months to finance future fabs without having to go back to the markets with another offering. And to finance future products as well.

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