WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 159.98

-2.2%

2:34 PM EST

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To: Art Bechhoefer who wrote (55082)	6/5/2013 11:28:18 AM
From: Unwelcomeguest	Read Replies (3) of 60323

Agree about $40. However, I was more interested in any price below $50, even $49.xx Elroy and joncon are probably right about capacity expansion announcements. Even in the face of dramatic growth and looming shortages predicted by numerous industry players, I think the analyst community is still leery of the meltdown that occurred a few years ago when oversupply was the overriding dynamic. However, if you believe the NAND manufacturers and the Gartner forecasts, it will be virtually impossible to get back into an oversupply situation again. Even if you don't believe the Gartner forecasts and view them as highly optimistic, it appears there will still be shortages. They have been publishing the 'hockey stick growth graph' for NAND for about five or ten years now, but it looks like the demand is finally starting to fulfill the predictions of the graph. Additionally, we all know that the ROI for a major fab investment to make planar NAND is getting more and more difficult to justify with each day that goes by. JMHO, UWG

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