Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Howard R. Hansen who wrote (24446)	12/30/2003 11:57:49 AM
From: Dave	Read Replies (2) \| Respond to of 60323

Howard: nyvidsrch.bloomberg.com Above is the link to the interview. As I recall, you can click on where the CEO of SanDisk begins to speak. You will have to scroll down a bit. Couple of comments: 1. The CEO of SNDK did refer to Samsung as a 800lb Gorilla 2. The CEO of SNDK said that the current pricing environment is "benign" The basic problem within the Flash industry is not a "technological" problem. Rather, the issue is of "Brand Awareness". The company that starts advertising on TV & Radio with a catchy jingle like the "Intel inside" jingle will gain the most market share and not compete on price.