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Technology Stocks : WDC/Sandisk Corporation

WDC 172.05

-2.4%

3:59 PM EST

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To: Ausdauer who wrote (18487)	1/26/2001 1:15:56 AM
From: Binx Bolling	of 60323

Did the conference call specifically talk about the loss of OEM sales as it related to Cameras, or was the problem with the Telecom market. At one point, the Telecom/Industrial market made up 30% of SNDK sales. How has that ratio changed? Customers such as Cisco have anounced Flash purchasing agreements with AMD. Customers such as Lucent are laying off over 10,000 employees.

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