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

To: Dave who wrote (26402)	7/16/2004 9:09:29 AM
From: Pam	Read Replies (2) \| Respond to of 60323

Dave, Aus: LEXR's conf call was pathetic. They still have a lot of inventory in the pipeline which is higher cost and they will again lose money this q. Sandisk is calling the shots and they are clueless as to what will happen near-term. Strategically, LEXR is very weakly positioned until there is a major glut of their NAND chips. They are at the mercy of Samsung for NAND needs and Samsung has no incentive in dropping the prices for now bec there's no other major supplier other than Toshiba. Also, did u guys notice that Eric heard what SNDK said in their call the day before (that another 16% decline coming this q) and it was funny when they said they have a SD controller but they use someone else's! LOL! The royalty rev will be awesome 0.2MM per Q! What does this company have besides the controller for a few formats and the Jump Drive?? Until there is a significant oversupply this company cannot benefit. Just my 2 cents. People should listen to this CC. -Pam