Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Binx Bolling who wrote (8963)	1/28/2000 10:24:00 AM
From: Sam	Read Replies (2) \| Respond to of 60323

Don't think it is a forecasting problem. They just flat out don't have the capacity to build as much as the market wanted last Q. This is true for flash in general. That is why companies are now building more capacity. The big question which my previous two posts addresses is, will this new capacity eventually overwhelm the market, a la DRAMs? Not any time soon, for sure. Next year some time? Hard to say, but, as I said earlier, at least plausibly not, at least not to the extent of the DRAM crisis, and, in any case, Sandisk has at least some protection built in through their IP and royalty agreements.

To: Binx Bolling who wrote (8963)	1/29/2000 6:59:00 AM
From: Ausdauer	Respond to of 60323

Binx and Thread, Ausdauer, remind me what the purpose of PR and marketing? Appears to be a market forcasting problem! Not only a capacity problem. As you stated, market forecasting may be at issue. It is hard to get excited about spending millions of dollars on advertising when you can't meet demand. I think you should give some credit to SanDisk for the intentional shift toward CF to meet holiday digital camera demand. I have already gone into detail about this in an earlier post. Message 12707870 Finally, I am taking a crash course in branding right now, Binx, and plan to post over the weekend. I expect we have many Thread members with some first hand experience in PR/marketing/advertising/branding who may feel inclined to comment as the discussion heats up. Ausdauer