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

To: Ausdauer who wrote (27459)	2/16/2005 7:10:09 AM
From: Road Walker	Respond to of 60323

Art and Aus, Intel should have bought SanDisk 5-7 years ago. Instead they went shopping for about 20 mostly comm companies, spent Billion's, most of which lost money for years. Craig Barrett's reckless days. Without NOR Intel would be a slightly smaller company but with much higher gross margins, after the effect of closing the excess fabs. John

To: Ausdauer who wrote (27459)	2/16/2005 10:03:38 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Aus, Intel knows that the market for NAND is expanding more rapidly than that for NOR, and that profits from NOR will be comparatively limited. SanDisk is concentrating not only on the most profitable type of flash memory but on the higher end of that particular market, where margins are also higher. It's interesting to me that Intel, an efficient producer of microprocessors, has never been able to crack the retail market, though they have tried with various products. SanDisk, on the other hand, has managed to be both a manufacturer and retailer, with good success in each activity. Art