Mike Winn,, I agree with your comparison of costs as you mentioned recently,,but those figures are based on todays prices,, how about SNDK lowering its prices with soon MORE MBs down the road ? But,, yes IOM can lower prices also to compete, so a question for you,, how much lower in product costs can SNDK go compared with IOM product costs ?? Also, consider SNDKs ownership in a portion of the new manuf. facility for mass production..Just looking for a guess here.. Also, with Kodak recently announcing some restructuring,, my guess is Kodak is teaming with someone and they are going to do some MAJOR product line changes to new technology..
P.S. I have often been in & out of SNDK. I am in Mauros' camp, very positive on SNDK..
My compliments to EVERYONE for their concerted effort to provide info on this thread. Very good thought promoting discussions which provide good factual replies.. This is the best informative thread (without unneccessary BS) I monitor..Wish I could offer more input myself.. And, the TA information is well accepted my me to add to my arsenal of info.. Thanks again to all and Good Luck.........JW
My questions are directed to Mike Winn..Thanks |