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


To: Sam who wrote (2968)5/12/1998 11:15:00 AM
From: Rob S.  Respond to of 60323
 
Digital Camera market seen exploding:

zdnet.com

Sales driven by the internet and lower prices.



To: Sam who wrote (2968)5/12/1998 5:39:00 PM
From: Jerome Wittamer  Read Replies (1) | Respond to of 60323
 
Sam and limtex,

Everybody in that industry knew about declining ASPs (average selling prices) the drop had just been very dramatic for the last two years and there was no reason for the trend not to continue and accelerate.

SanDisk knew this. The new(?) factor is declining flash *component* prices.

Did anybody ring Cindy Burgdorf?

I understand there's limited cause for concern at this point. But why exagerate things you just assume? Let's get the facts and act upon them.

Overall the news is VERY VERY positive! No doubt SanDisk will respond by lowering prices.

Thanks for your ideas!

Jerome