WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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david1951

To: BeenRetired who wrote (60039)	4/1/2016 2:09:03 PM
From: Art Bechhoefer	1 Recommendation Read Replies (2) of 60323

Do you think Samsung can produce its version of 3D NAND at lower cost than SanDisk/Toshiba? I doubt it. But I also believe that Samsung will sell whatever it can produce at whatever low price it needs to maintain market dominance. This is one more reason why near term profit margins on 3D for SanDisk/WDC might be a bit less than hoped for, and why I think WDC stock is not all that great a deal at its present price. Art

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