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

To: Art Bechhoefer who wrote (26288)7/2/2004 10:29:51 AM
From: Robert Douglas  Read Replies (2) | Respond to of 60323
 
Art,

Let me make sure I understand what you're saying. You think that the price of the end product has been dropped due to aggressive pricing by Sandisk. At the same time, the price of the flash that Lexar buys on the open market hasn't dropped by as much causing them to become unprofitable. Sandisk, it would seem, has been able to maintain their profitability by lowering their costs.

Is this what you're suggesting?



To: Art Bechhoefer who wrote (26288)7/2/2004 3:06:24 PM
From: limtex  Read Replies (1) | Respond to of 60323
 
AB - What would Eli have to say in his guidance that could possibly convince enough buyers to buy stock in sufficient quantity to help the stock price move up?

Is there anything that you can think of that that he could say or announce that could really boost confidence sufficently to get the stock price moving upwards?


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