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


To: Road Walker who wrote (18610)1/25/2001 8:30:57 PM
From: Starlight  Respond to of 60323
 
John - >>>>I still don't get it. All the retailers proclaimed digital cams are their best sellers, largest growth, and the digital cam manufacturer's stop buying flash cards? I still say there is something wrong with this picture.<<<< Might they possibly be waiting for DataPlay????



To: Road Walker who wrote (18610)1/26/2001 2:21:07 AM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
John,
Remember a while back I was talking about how several of the camera manufacturers were switching to Lexar cards, (Nikon for one) because of the faster speed. I got all this crap from posters on this board that speed didn't make any difference and that even if they switched, SNDK would still get royalties so whatever happens is always good for SNDK.

So now it is a big surprise that OEM sales are down??????? Hello out there.....anyone home?

Now is it starting to sink in yet what I was trying to say. Furthermore the OEM have the smallest, least profitable card that they can pack with the camear to keep the cost down.

Remeber the need for speed? Well now look at the speed the stock price is falling!

Steve 667