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

To: Michael Kim who wrote (15246)	10/2/2000 10:12:09 AM
From: Ausdauer	Respond to of 60323

Michael, I read an article last night... ...that indicated that flash manufacturers are putting the brakes on further price increases out of sensitivity to OEM costs. Although SanDisk was not mentioned (AMD, INTEL and SSTI were mentioned, I believe) the following trend has been noticed. Companies who are purchasing large amounts of flash on a regular basis have been afforded the opportunity to lock into a pricing schedule which guarantees future shipments at a set price. Thus, both flash suppliers and OEM flash consumers can better predict demand, cost and availability. It was an interesting link to read through. It would seem that smaller, less reliable (in terms of demand) flash purchasers will get the short end of the stick. Eli mentioned during the last c.c. that as the crunch on flash continues, selected (long-term) buyers will be served preferentially and get the lion's share of production. I see this trend as a very favorable buffer against price volatility for both sides. Best to you, Aus

To: Michael Kim who wrote (15246)	10/2/2000 2:22:06 PM
From: Binx Bolling	Respond to of 60323

This Sounds Like a Marketing Opportunity! Rent a Digital Camera, But You must purchase the non-returnable Flash Memory Card the first time. Binx, Looking To Rent A Digital Camera

To: Michael Kim who wrote (15246)	10/2/2000 9:09:38 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Michael, re: "took my photos over a two-week period - then returned everything for a full refund." Not much different than a girl who buys a prom dress and returns it the next day for a refund. Hopefully, there were no "stains" on the camera that you returned. Long ago, a person could buy hi-tech stuff at CompUSA and return it because "it didn't work". Thanks to the abusers in this world, CompUSA now doesn't take back much of anything, ever, even if it was busted before the package was opened. There is a price paid for every theft. Sometimes it is paid by the thief. But mostly it is paid for by everyone else. Craig reply to: "Binx - clearly a lot of people, including myself abused the return policy on digicams. Earlier this year I needed a digital camera to take pics of stuff to put on ebay, but I didn't want to invest in rapidly depreciating technology as the $1000 digicam of today is the $250 digicam of tomorrow. So I picked up a cheapie HP camera AND a 32 mb SanDisk card at Office Depot - took my photos over a two-week period - then returned everything for a full refund. No questions asked! I was shocked! I'm sure a lot of people did this exact same thing. Hopefully I redeemed myself when I purchased my Nikon Coolpix 800 and a SanDisk 48 mb SanDisk card.