WDC/Sandisk Corporation Message Board

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

WDC 169.66

-0.1%

11:34 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Greif who wrote (15050)	9/26/2000 1:07:27 PM
From: Ausdauer	of 60323

Jim, I fully expected a tailored press release from both camps. The SanDisk release had more of a collegial undertone and admitted that SanDisk entered the project mid-stream. Again, I remain very excited about the synergy of the SanDisk/Toshiba efforts. As Eli emphasized at the annual meeting, both parties bring very complimentary areas of competence to the table and the overlap seems to be small in proportion to the scope of the undertaking. The true test will be getting Dominion operational by mid-2001. The fact that Toshiba spearheaded the latest developments and the the Yokkaichi fab is the centerpiece may have colored the Toshiba press release somewhat. I detected a certain level of electricity in the quotes from Sanjay Mehrotra. Recall that the MOU was announced just about 12 months ago and already the efforts are bearing fruit. The fact that SanDisk wrote a press release at all and then released it late in the evening is an indicator (to me) that this is, in fact, a milestone for SanDisk. Elated, Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next