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


To: Howard R. Hansen who wrote (24463)1/5/2004 12:47:59 AM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
Does anyone else know what is the market share of Flash Memory Cards (final product) do each of these 3 companies have at this time (not 2005)?

It seems to me that this is more important for evaluating SNDK stock than the market share of the suppliers. I would also think that an increase in chips would benefit SNDK since they must purchase (or make) these chips in order make and sell the final product -flash cards. The selling of the cards is where SNDK makes its profit. The cheaper the chips, the cheaper the cost to SNDK, the more profit, the more the stock goes up, the more money we have to buy toys.

Yet everyone is so focused on market share of the people who make the chips..... Why?