SanDisk Corporation (SNDK) Message Board

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To: Ausdauer who wrote (22837)	12/27/2002 7:21:01 PM
From: Reseller	Read Replies (3) of 54946

Aus, I have a couple of issues with of being a long term holder of SNDK...The main issue is that these products are not consumable. I would venture to say that most users never look at another card once one buys a 128 or 256 card that's it, they really don't need any more. The second main issue I have is that the industry doesn't seem to want to make money, they're cutting their margins at what seems every corner. And finally with today's environment what it is there seems to be huge investment requirements for new fabs that will no doubt spur the competition on to some same fate. So in a nutshell, we have a one time purchase item that is quickly becoming a commodity item that in the near future will require huge investments, so that it can be produced and sold even cheaper...