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

To: Sam who wrote (43817)	2/2/2010 10:18:25 AM
From: Art Bechhoefer	1 Recommendation Read Replies (1) \| Respond to of 60323

Sam, it seems as though the EETimes article contains an error in market share held by Toshiba/SanDisk. My guess is it should have been 37%, not 3.7%, and just a shade lower than the 38.6% reported for Samsung. The question left unanswered is which of the major producers can make the lowest cost equivalent capacity chip. My guess again is that Toshiba/SanDisk have a lower cost, but the high valued Japanese yen relative to the somewhat devalued Korean won makes the two products almost identical in price on world markets. Art