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

To: limtex who wrote (25929)	5/24/2004 12:04:25 PM
From: Pam	Read Replies (1) \| Respond to of 60323

Limitex, The only way I can see SNDK do really, really well is when there is a shortage of NAND memory. If demand outstrips supply one more time, I think SNDK can takeout the old high from a few years ago. But right now it looks like it will get more ugly than everyone thinks- headed below 20 unless we see some indication of how well SNDK is doing with the price-cuts. The key numbers to watch, in my opinion, this Q are- GPM, MB/card (last Q was 189MB). My feeling is the next few Q's Sandisk will sell a lot of Flash Drives. They will have some high capacity products (4GByte?) by packing 8-512MB (4Gbit chips) in a couple of Q's. The question is are there buyers for such products for hundreds of dollars?? -Pam

To: limtex who wrote (25929)	5/24/2004 12:51:12 PM
From: Steve 667	Respond to of 60323

L. Is there any way way that you can see that articles like this can improve the prospects for the stock? Sure! Sandisk will now pay less for their non-captive flash chips, and pass part of the savings to their customers and pocket the rest. Good for them. Good for us (consumers) Good for us (stock holders). It's a good thing. (ms) S.

To: limtex who wrote (25929)	5/24/2004 1:13:24 PM
From: Art Bechhoefer	Respond to of 60323

Limtex--The key words are "slump" and "slowdown." What slump and what slowdown? If we're seeing a slump and slowdown, it's the kind I really like. Looking at this "slump" in broader perspective, what seems to be happening is that the two lowest cost producers, Samsung and SanDisk/Toshiba, are taking control over supply by driving less efficient producers out of the market. What this does in the long run is to assure less probability of a glut and greater probability that the remaining manufacturers will be able to make a decent, if not a phenomenal profit. The only thing that can interfere with the long term success of the two major suppliers is a totally new device for solid state storage that would be cheaper, smaller, more reliable, etc. I don't see that on the horizon in the next three to five years. Art