WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 153.96

+0.7%

3:59 PM EST

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To: Mark O. Halverson who wrote (39078)	3/20/2008 2:42:42 PM
From: sylvester80	Read Replies (1) of 60323

It isn't just fear IMO. It is fundamentals and NAND prices. For the life of me I can't see how with a global recession just getting started, somehow demand is going to suck up all available supply and increase NAND prices. There is just no demand out there and there is huge supply. And the SSD is a dud so far. Too expensive and too many question about reliability still out there. I just don't know what can turn this around. On top of this, there is no question in my mind that SNDK will very likely miss this quarter and also warn for next Q. Can't see how they could not with prices what they are and Intel and Toshiba warning and putting the onus right on top of NAND prices.

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