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: Dave who wrote (24725)	1/23/2004 7:35:11 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"I guess you believe that these companies that supply both or either just give 'em away, huh?" Din jävla besserwisser! No, you missed my point. SanDisk can purchase products and services from these companies and sell product at some undetermined profit margin without making a capital expenditure in either company. So top line revenues can grow, albeit at a lower gross profit margin. Working capital goes in, yes. SanDisk also has economy of scale working in its favor, hence my comment on revenue/employee. During the c.c. inventory supply was estimated at the lower end that SNDK quoted at about 6+ weeks. For this reason the purchasing arrangement mentioned above makes sense. Aus