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

To: OrionX who wrote (52575)	4/3/2012 6:07:50 PM
From: Si_Detective	Respond to of 60323

The winner in this scenario is Apple but for how much longer before sh_it hits the fan for these suppliers. Many semi companies sell products into Apple eventually burned in flame; portal player, lsi(consumer division) come in mind. I'm paying close attention to CRUS, it's almost ready... :)

To: OrionX who wrote (52575)	4/4/2012 12:59:37 PM
From: Art Bechhoefer	Respond to of 60323

OrionX -- You hit the nail on the head: Samsung is out to sell against everybody regardless of margins. This is standard operating procedure. You may recall that not too long ago, when there was a glut in NAND, Samsung kept dropping prices, probably below cost, forcing SanDisk and other competitors to lower prices, and causing everyone to report losses. That was the point where Samsung offered $26 per share to buy SNDK. The strategy is clear. Force competitors out of business, or create such lousy pricing conditions that you can eventually buy competitors at bargain prices. The Samsung offer was even worse: They really didn't have the kind of cash it would have taken to buy SanDisk, unless, of course, they had a direct line to the South Korean treasury. Art