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

To: Art Bechhoefer who wrote (26297)	7/4/2004 11:41:44 AM
From: Dave	Respond to of 60323

Agreed. If there were a period when everybody was stuck with excess inventory, as happened in 2000, due to double ordering, then Lexar would fare better. The primary question regarding this statement is "when". This is the "uncertainty" which is causing SNDK to decline in value. Of course, SNDK is doing all it can to prevent any additional capacity to come "on-line" by means of its price cuts. Another possible solution is to increase dramatically their budge on advertising and focus on a "SanDisk Inside" campaign. This could effectively head EK off "at the pass".