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

To: Jason W who wrote (15071)	9/26/2000 10:02:09 PM
From: Ausdauer	Read Replies (4) \| Respond to of 60323

FlashVision conway.com Aus

To: Jason W who wrote (15071)	9/26/2000 10:49:03 PM
From: docpaul	Read Replies (2) \| Respond to of 60323

<<Also, I received a techy catalog in the mail today, and CF manufactured by SNDK and LEXR was being sold. They pointed out LEXR's write speeds as an advantage, AND it was priced lower. IF SNDK is receiving royalties from CF, which we know they are, they NEED to lower their prices to beat or at least MATCH the competition. WE may be "in love" with SNDK, but price and performance, in that order, are what consumers are looking for.>> Lexar, however.. is dancing a dangerous dance which will make the relationship even more strained with SNDK.. if what I understand is true.. they are using patented technology from SNDK, in addition to undercutting them from a price perspective? SNDK certainly won't allow that to happen for long, and the announcement of less than stellar earnings expectations like they made yesterday will be the least of their problems. :) I personally think that from what I've read that SNDK has priced their technology appropriately. Don't let the underhanded practices of another company sway you otherwise... all the best, docpaul