WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 222.07

+3.3%

Jan 15 3:59 PM EST

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To: AB who wrote (3249)	6/15/1998 5:05:00 PM
From: Jerome Wittamer	Read Replies (1) of 60323

I don't know if SST is really competitive, compare the prices for the same products, SanDisk is cheaper. Moreover, SanDisk retains the edge in capacity. Anyway, this keeps on increasing the availability of CF in the market. This would mean price pressures in the short term unless the market is strong and demand outstrips supply by several factors. Didn't you guys appreciate the strength of SNDK in today's session? After 30' you could see SNDK was holding up pretty well, and that was way before the press release. We even went past $15. Getting more optimistic.

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