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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: Sam who wrote (2968)5/12/1998 5:39:00 PM
From: Jerome Wittamer  Read Replies (1) of 60323
 
Sam and limtex,

Everybody in that industry knew about declining ASPs (average selling prices) the drop had just been very dramatic for the last two years and there was no reason for the trend not to continue and accelerate.

SanDisk knew this. The new(?) factor is declining flash *component* prices.

Did anybody ring Cindy Burgdorf?

I understand there's limited cause for concern at this point. But why exagerate things you just assume? Let's get the facts and act upon them.

Overall the news is VERY VERY positive! No doubt SanDisk will respond by lowering prices.

Thanks for your ideas!

Jerome
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