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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Gary Spiers who wrote (6687)8/20/1999 11:21:00 PM
From: Sam  Read Replies (1) | Respond to of 60323
 
Gary,
Thanks for chiming in. Are the chips part of the raw material for the cards? Or are they entirely separate items? When Sandisk makes their cards, do they buy chips from companies like AMD and Fujitsu, or do they make their own entirely?

I have to say I am more than a little embarrassed that I have held stock in this company for years and don't know the answer to these questions, the most elementary details of their production process. I've always simply taken them for granted, investing in the idea of flash without getting into the nitty gritty.

Tia,
Sam



To: Gary Spiers who wrote (6687)8/21/1999 8:27:00 PM
From: Art Bechhoefer  Read Replies (1) | Respond to of 60323
 
Gary, thanks for the clarification. I look for signs of possible weakness or competition that would adversely affect SNDK future earnings. Fortunately, I can't find any! It will be interesting to see the growth in unit sales during the next two quarters. Unit sales could be measured either in flash memory units or in mbytes. Whichever is used, I bet the growth will be humongous, and eventually the earnings will follow.


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