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


To: Jim Greif who wrote (15819)10/20/2000 2:05:28 PM
From: straight life  Read Replies (2) | Respond to of 60323
 
"...and the only small negative that I could draw was that supplies of flash have improved and that we are no longer unable to meet customers' requests."

Being able to sell more product in a booming market a negative? No longer turning away customers who might then form relationships with other sellers? I think we could use more negatives like that!



To: Jim Greif who wrote (15819)10/20/2000 7:23:41 PM
From: JesseK  Read Replies (2) | Respond to of 60323
 
Jim and Thread,

Wallstreet thinks Sandisk is becoming a retail stock, subject to the ups and downs of the economy. Also Circuit Citys warning today did not help, They stated sales in all areas were hurt!! Wallstreet also doesn't like that capacity constraints all of a sudden eased up big time in September. Now that we have all this extra product how about asking Nikon to bundle Sandisk with the 990, so i can buy it!

Eli stated that Sandisk is currently in negotioations with several companies regarding licenses.

Jesse