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


To: Sam who wrote (25626)4/16/2004 3:04:22 PM
From: Robert Douglas  Respond to of 60323
 
I think the negative focus on gross margins is short-sighted. If Sandisk increases total industry revenues by keeping prices low, they succeed in increasing royalty and license revenue. Also, low gross margins will help prevent overbuilding, something I think Samsung has mentioned. SNDK's first priority is expanding markets.