WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: Ausdauer who wrote (18987)	2/8/2001 6:07:35 PM
From: limtex	of 60323

Aus - Surely all that is happening is that we are waiting for the production of the new plants which should be able to produce 500Mb + CF at prices much cheaper than any available competition. That, it seems to me, is the way the Company is going and it has always been driving the dege forward and my guess is that this year it will have an in house production asset that will enable it to control its market better than enythign it has had previously. Of course all this depends on there not being a full blow recessionq and no-one knows that for sure but id we don't get that then SNDK seems to me all set. It is still considered a semi-conductor os it will always be linked to the SOX but apart from those two seems to me Eli is doing what he always said he would and that is to build a big and serious company. Best regards, L

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