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Technology Stocks : WDC/Sandisk Corporation

WDC 199.91

-8.9%

Jan 7 3:59 PM EST

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To: slacker711 who wrote (27876)	4/11/2005 11:54:29 AM
From: Bruno Cipolla	of 60323

re: samsung 300 mm nand only production line "Lee said the new line will be able to process 7,000 wafers a month from July and more than double the amount to 15,000 wafers by the end of December. To date, Samsung has invested about $1 billion in the new 12-inch line, according to regulatory filings." sg.biz.yahoo.com "SanDisk and Toshiba - 300mm Wafer Fab The 300mm wafer fab is expected to start production in the second half of CY2005 and is planned to quickly ramp up output to 10,000 wafers a month by late 2005. Capacity will then be expanded as dictated by market demand to up to 40,000 wafers a month by the first half of CY2007. Output during each phase of expansion is expected to be equally shared between Toshiba and SanDisk. The fab still has space to expand capacity, and further investment could take output to as high as 62,500 wafers a month. .... The total investment is expected to approach approximately US$2.6 billion by the end of March 2007." from letsgodigital.org

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