WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: JOE W who wrote (1335)	11/5/1997 4:45:00 PM
From: ED PLOPA	Read Replies (2) of 60323

Joe and others: Just a plain and simple case of buying the rumor and selling the news. My guess is that people in the know will now sit down and pencil out the significance of this announcement to the potential earnings of this company. The announcement even laid out what the selling prices were going to be. QCOM alone is producing over 300,000 hand sets per month!! Now, I know why SNDK needed the secondary. They need more fab capacity. On the other hand, I don't believe that SNDK will be able to meet all of the demand for this product, hence we'll see a number of follow royalty bearing agreements with other manufacturers. All of the equipment providers are competitors of each other and must have the product now. They cannot afford to wait or be on allocation. Smart move in my opinion is for one of these providers to make a run at SNDK. What a better way to differentiate your product from the others, while having the ability of locking them out, or at least holding them hostage. QCOM do you read this? Ed Plopa

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