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

To: slacker711 who wrote (30850)	1/5/2006 12:08:42 PM
From: Pam	Read Replies (1) \| Respond to of 60323

Yes, price-cuts are in the offing and I hope analysts don't view them negatively as they have done in the past. Even with $79/2GB they will have top-notch GM's and the analysts have to understand this. These are planned price-cuts not forced price-cuts. Samsung may control the volume of bits but Sandisk decides when to cut prices and go for the kill! -Pam

To: slacker711 who wrote (30850)	1/5/2006 12:28:27 PM
From: Sam	Read Replies (1) \| Respond to of 60323

One word....Wow! One word--Agree! I fully expect Sandisk to initiate a substantial price cut in the next month. They are going to cut prices hard and grab share like there is no tomorrow :-). I'm not so sure about this, at least about the second sentence. It depends on if there are still shortages or at least if supply/demand is still in balance or not. There is no point to cutting prices "hard" if supply is still constrained. No one, to my knowledge at least (admittedly limited knowledge), is breathing down their neck. Better to get as much cash as possible over the next few months to finance future fabs without having to go back to the markets with another offering. And to finance future products as well.