WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Ausdauer who wrote (3422)	7/1/1998 11:30:00 AM
From: kash johal	Read Replies (4) of 60323

They can not succeed in the retail commodity market IMHO. If all they have are royalties thats great, but that's not where they are going.. They certainly could cut back and operate like a cash cow (like a software company) for a while and do R&D. But they don't want to do that. They want to play with the big boys - it's a bad strategy IMHO. If they just focussed on creating next generation products and lived on royalties they would be much better off and a good investment. They should focus on what they do well and leave the boards,modules, silicon etc to the folks who do that well. Regards, Kash

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