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: Ausdauer who wrote (25581)	4/14/2004 10:54:40 PM
From: Kayaker	Respond to of 60323

Now where is my Titanium drive? Must be fresh out of flash. Buy Direct from SanDisk SanDisk 512MB Cruzer TitaniumOnline Price: $159.99 Availability: Backordered esend.com

To: Ausdauer who wrote (25581)	4/14/2004 11:45:28 PM
From: Sam	Respond to of 60323

SNDK: 27000 Apr 30 puts, 18000 Apr 30 calls; looks to me like a close around 30 at the end of the week. Still think this AH selloff is nonsense. But I thought the one back in Jan was too, and it stuck. This margin business doesn't appear to take into account that fact that the Toshiba/Sandisk team is the cost leader in NAND flash. Royalties don't just provide them with good money; it means the other big NAND producer--Samsung--can't just go out and start a price war a la DRAM that they can win.