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

To: Steve 667 who wrote (18802)	1/29/2001 4:47:56 PM
From: Steve 667	Read Replies (1) \| Respond to of 60323

Who are the OEM'S? Why don't we count the OEM's. There can't be that many. Nikon is no longer. Is Kodak shipping SNDK cards? Have they swiithched? What about PDA's ? Which if any ship with SNDK cards or another card? Any MP3 OEM's ship with SNDK cards? If anyone on this thread knows any device that is sold with a SANDISK card included, please list it here! We ought to be able to solve this mystery in a couple of days if we get participation.. Steve 667

To: Steve 667 who wrote (18802)	1/29/2001 5:00:09 PM
From: Reseller	Respond to of 60323

The hard part of the mystery is the magnitude of the "slow in OEM sales Just a thought about what could have happened to OEM sales..... would be that they over ordered in the happenstance that there was a shortage, as orders were filled and the prospect of slowing sales increased due to the slowing economy they cut back on the outstanding orders. In the retail trade it is common to over order for product you know is in short supply, you can always back off outstanding orders later...... In any case it would make sense that OEM inventories would be held to a minimum and any change in the economic outlook would create another shortage. Regards Reseller

To: Steve 667 who wrote (18802)	1/29/2001 6:23:52 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

"Perhaps something like an OEM deciding to package Lexar cards instead of Sandisk cards with their product. Maybe Sandisk is embarrassed to fess up." Steve, SanDisk's brand exposure from these OEM agreements are minimized by private labelling. The type of bundling we are talking about is also low margin. In fact, the margin is so low that Lexar has even talked about doing away with it and proposed sending controllers to the OEM along with instructions to find a good contract assembler for the final product. I mean, that sounds like a slap in the face. I saw that HP was selling digital cameras with SNDK cards, but these are the old red and white labelled cards that don't really enhance brand recognition. I fail to see the wisdom in that arrangement. I wonder what type of OEM contracts were cancelled. The total dollar amount must be in the range of $35 million or so. Perhaps it was a telecom OEM that cancelled as Binx has suggested. Just thinking aloud. Aus