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: Pam who wrote (25972)	5/25/2004 10:25:40 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

...the current Yellow pages are subsidized by advertisers which could be a problem... Pam, that is actually the best part of it. If you had a digitally stored Yellow Pages you could charge for ad space, add color photos or even click on videos or photos of the dealer in question. Of course the person placing the ad pays for the level of service. If you had a cheap tablet PC with LCD display you could post with magnets on the fridge door and a way to store the data (CD, memory card, phone line...) it could be a great money maker for the Yellow Pages publisher. I wouldn't mind as long as there were no pop-ups. Aus@Ihatepop-ups.com

To: Pam who wrote (25972)	5/25/2004 10:48:25 PM
From: Ausdauer	Respond to of 60323

Lexar C.C. The discussion by the LEXR directors on their last conference call is unfocused and perplexing. They boast about their access to Samsung as the lowest cost producer, while at the same time they say they are waiting for other flash from "real" semiconductor firms with fabs "depreciated on the backs" of their DRAM sales. They also say they cannot wait for flash to become a commodity product. Yeah, then their thin margins will get really hammered. Then they close their prepared remarks by summarizing their horrible products for the year. Nice prep job. Problems... Their expectations about reductions in flash wafer costs was "not realized". They can't sell Jump Drive at a reasonable margin due to "aggressive pricing". They are sitting on inventory that is exposed to SNDK's price cuts. Their production costs also increased due to "SD outsourcing". They don't mention that SNDK has like access to Samsung and Hitachi. Can I stop now?!? Aus