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

To: Tumbleweed who wrote (14525)	9/6/2000 1:43:44 PM
From: Ausdauer	Respond to of 60323

While supply is constrained, Sandisk is unable to sell as many units as it could otherwise make, and there is a maximum price that people will pay, whatever the shortage, limiting profits and growth...obviously there must be a 'sweet spot' somewhere , where profits and growth are maximised, and I have a suspicion that its more towards the greater supply end of the spectrum than where we currently are. Tumbleweed, I could not agree more. I think the market is very elastic when it comes to pricing and that eventual price reductions will spur unit sales. That being the case I am happier with NAND flash shortages through 2004 than with oversupply and diminishing product margins. Aus