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


To: Art Bechhoefer who wrote (28010)4/25/2005 5:08:27 PM
From: Pam  Read Replies (1) | Respond to of 60323
 
Hi Art,

In this upstate NY area, I've noticed WalMart stocking SNDK cards for the lower capacity applications, and the standard types, not the Ultra or Extreme. WalMart goes mainly for strictly low priced stuff, and they probably made a deal with SNDK to buy up lower capacity cards at a huge discount.

Thanks for the update. I am glad that they keep just the low-end stuff and it will provide a good outlet for Sandisk to get rid of their low-density products. But with the number of stores Walmart has and the way they stock-up on the products that they carry, I am worried that the amount of inventory Sandisk carries is bound to increase as they book revenues based on "sell through" rather than "sell to". This is a big risk when you are dealing in a product that is rapidly declining in price with time.

Of the office supplies stores on the East coast, OfficeMax is the one which was not carrying Sandisk products. OM was carrying Lexar products but I wouldn't be surprised if that changes soon.

-Pam



To: Art Bechhoefer who wrote (28010)4/26/2005 3:14:49 PM
From: limtex  Read Replies (3) | Respond to of 60323
 
TAB the high EPS est according to Yahoo for 07 is just under $2.. at that rate it would give the stock a P/E of about 12 at todays price...what is it about this stock?

Best,

L