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

To: Dave who wrote (24722)	1/23/2004 6:37:46 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Dave, true or false... SanDisk can increase gross revenues through favorable purchasing agreements with Samsung and Hitachi without making a capital investment in either company. Say the gross margins on such finished products is 20% versus 30% on similar products produced entirely of SanDisk parts. Are you saying top line revenue growth with this model is unsustainable without bleeding the company dry through capital investments? Also, have you heard of contract manufacturing? What kind of capital do you need to sustain that? I voice an objection to the fact you are so absolute in your convictions and to your unwillingness to consider any viewpoint other than your own. What is your reply? Let me guess, "objection overruled". Aus