Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BeenRetired who wrote (60039)	4/1/2016 2:09:03 PM
From: Art Bechhoefer	1 Recommendation Recommended By david1951 Read Replies (2) \| Respond to of 60323

Do you think Samsung can produce its version of 3D NAND at lower cost than SanDisk/Toshiba? I doubt it. But I also believe that Samsung will sell whatever it can produce at whatever low price it needs to maintain market dominance. This is one more reason why near term profit margins on 3D for SanDisk/WDC might be a bit less than hoped for, and why I think WDC stock is not all that great a deal at its present price. Art