SI
SI
discoversearch

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: 5dave22 who wrote (18081)1/9/2001 5:38:25 PM
From: Road Walker  Read Replies (1) | Respond to of 60323
 
Dave,

Well, the summary is this...

Oh sorry, the Athlon in my PC must have gone down, you will just have to wait, I guess.

John



To: 5dave22 who wrote (18081)1/9/2001 5:50:44 PM
From: Andre Williamson  Read Replies (1) | Respond to of 60323
 
5dave,

Eli basically reiterates the 'demand will outpace supply' mantra.

PARAPHRASING the best exchange:

Q: What do you say to those saying there's going to be 'price pressure' on flash memory?

A: Flash memory IS too expensive, we're working to bring costs and pricing down, pricing HAS to come down by a factor of 5 to 10 in the future, that's what we're working toward.

Q: So you've built this into the business model (sounded incredulous)?

A: (smiling) Yes, that's the whole game, consumer electronics is price elastic...

He really tried to hammer home that all the suppliers put together will be hard pressed to keep up with what will likely be exploding demand.