WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.26

-0.7%

9:56 AM EST

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To: Steve 667 who wrote (3032)	5/20/1998 6:22:00 PM
From: Jason Rooks	Read Replies (2) of 60323

I do not think that the digital film news is driving down the stock because the product is not even in production yet or available. Plus, the price of $1000 is way to high. I do not recall if the PR regarding IOM's click caused the price in SNDK to drop, but I do not think either of those products are real competitors until they are available, proven products, and cost competitive. The competitor for CF is smartmedia. I simply believe something else is at work here. Could be the drop in flash prices which will hurt SNDK's earnings. But, as an owner of a dig. camera, if and when I can purchase the 8 or 10 mb flash card for under $100, I'll grab one. Until, then, the cards are too expansive. Thus, I see the falling prices as a benefit to overall sales, even if the margins are lower.

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