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

To: Dave who wrote (24844)	2/4/2004 9:02:22 AM
From: Steve 667	Read Replies (1) \| Respond to of 60323

What makes me say...... Samsung has learned from DRAM past mistakes. Samsung does not live in a void. Samsung wants to make a profit. Eli knows Samsung and said the same. Just because something happened in the past doesn't mean it has to always happen. Flash is not DRAM. And even if I am wrong, it is not going to hurt SNDK. Did Dell suffer because DRAM prices dropped before? Nope. Their cost went down, people bought more computers and Dell profits went up. Same with Sandisk. Sandisk is not a semiconductor Stock. It is a memory flash card maker. Regards, Steve