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

To: pompsander who wrote (28121)4/29/2005 1:14:28 AM
From: clix  Read Replies (1) | Respond to of 60323
 
Right. But since Sandisk doesn't make enough NAND to pick up all the demand, there are some dangers in this scenario. One of them is companies like PQI (which have a business model similar to Lexar's but make money) growing to fill the void, with Samsung's flash. The other, Samsung buying Lexar or simply replacing it in the flashcard market. As I mentioned before, I think Sandisk is much better off with a struggling and whining Lexar.

By the way, they didn't burn cash this Q, so their demise is temporarily on hold.



To: pompsander who wrote (28121)4/29/2005 7:48:02 AM
From: Pam  Respond to of 60323
 
Hi Pompsander,

Retailers are already doing that as we saw Walmart last Q. Sourcing supply aside, what you carry in your store should be comparable in price and quality with what others are selling. I do not think, Lexar is in a position to compete with Sandisk on the basis of quality, price, product breadth, ability to meet growing demand, etc.

-Pam


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