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Technology Stocks : WDC/Sandisk Corporation
WDC 179.56+0.7%Dec 24 12:59 PM EST

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To: Michael A. Gottesman who wrote (1540)11/13/1997 1:52:00 PM
From: JOE W  Read Replies (2) of 60323
 
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
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