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

To: pompsander who wrote (26380)	7/15/2004 10:02:49 AM
From: Robert Douglas	Read Replies (2) \| Respond to of 60323

Maybe now the company will begin to get a bit more respect for its strategies and outlook. That's what I was thinking. The price cuts were scoffed at and the gross margin drop caused panic among the analyst community. Maybe now these "brilliant, all-knowing short-sellers," and sophisticated Wall Street analysts will have a bit more respect for Sandisk management who apparently didn't fall off the turnip truck yesterday.

To: pompsander who wrote (26380)	7/15/2004 11:30:09 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Pomp, Eli unusually giddy and upbeat. Laughed uncontrollably at one point. Awesome quarter given agressive price cuts. Maybe a turning point for this company. 2005 will be the year of the handset and SanDisk's "super-SIM" and other variants poised to take off. Aus

To: pompsander who wrote (26380)	7/15/2004 12:32:59 PM
From: Pam	Respond to of 60323

Hi Pompsander, I think, Lexar is in for some rough times. Even if Samsung cuts prices for them, it will be hard to compete against Sandisk for the next couple of Q's because of their 4Gbit chip. Not to mention the royalty they have to pay to Sandisk for different card formats that are jointly owned by Sandisk! And what choice do they have besides Samsung as an supplier of NAND for now? I have a feeling their sales will shrink again in the 3rd quarter. The fourth quarter they will have better revenues but mainly because 4th quarter is traditionally a strong quarter. As Sandisk starts marketing flash drives outside of USA and gets into oem business for these drives (Eli said this was an interesting market for them), FLSH will also run into a bit of trouble. -Pam