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: Ausdauer who wrote (12844)	7/12/2000 6:29:24 PM
From: Steve Lee	Respond to of 60323

For those worried about overcapacity leading to pricing pressures and the demise of SanDisk etc: 2 years ago, a high capacity (20MB) CF card would set you back $150 - $200. Checking the income and revenue figures for SNDK over the last 2 years shows that the subsequent extra capacity and rapid declines in price of CF cards have not affected profitability: intelcapital.com I expect the same to hold true for the next however many years of declining prices.