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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Baton who wrote (45052)	1/9/2001 10:04:26 PM
From: Jason W	Read Replies (1) \| Respond to of 57584

Jason: Let me tell you why I sold SNDK. I have traded it several times and like the flash memory card concept. I recently bought a digital camera and needed more memory cards. I was shocked to pay over $200 for a Sandisk 64 MB card that probably cost less than fifty cents to produce. I bet those prices produce some hefty margins. However, I wonder how long before another asian outsourcing company takes them on and sells the same product for $25 causing SNDK to drop their price and lower their margins. Just a thought. Baton, Prices are dropping rapidly for CF and all other flash cards. I only wish they cost $0.50 to produce. SNDK's margins would be better than MSFT's if your 0.50 equation were true. As far as your Asian concerns, no worry. SNDK is the lowest cost producer, is creating an economy of scale, in an area experiencing multiple tornados simultaneously. I encourage you to listen to the ON24 interview and perhaps visit the SNDK thread here on SI. You have a few common misundertandings that many people do regarding SNDK. As a sidenote, SNDK owns IP from their '987 patents that are generating substantial royalty income from their controller technology. I believe you should take a second/deeper look at SNDK. If you or anyone else here desires more/deeper DD on SNDK, just ask. Jason W