WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.38

+5.4%

3:56 PM EST

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To: Daniel Joo who wrote (4036)	12/9/1998 1:47:00 AM
From: Craig Freeman	Read Replies (1) of 60323

Daniel, re:"volume to offset price declines". Your earlier post stated that ", the total flash card opportunity is expected to increase from $221 million in 1997 to well over $1 billion in 2002," ... a 35% per year improvement in terms of dollar sales. It also reported "50% reduction in cost per MB within the flash card industry from 1997 to 1998." Together those statements translate to a 270% annual growth rate in terms of unit sales. So volume obviously isn't the problem. Margins are the problem. If SNDK drops its prices in half every year, within five years a 40MB CF card will sell for around $5. If that happens, volume will become synonymous with bankruptcy. I share everyone's joy with the recent runup in SNDK's share price. Here's hoping that it "has legs". Craig

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