WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: Ausdauer who wrote (21177)	11/14/2001 8:23:35 PM
From: Craig Freeman	of 60323

Ausdauer, re: Toshiba and the sushi bar. Toshiba/SNDK made "an announcement" ... but there's far more to that story. They need to achieve high yields and find a market for their product -- and quick! If they do get good yields in the short run and SNDK can unload their current inventory at anything close to breakeven, it will bode well for SNDK by reducing their costs and improving margins (which are now decidedly negative). If not, your sushi bar joke might just become a reality. Whatever happens in the future, the announcement was good for a couple of points ... and that's good for all SNDK longs. Although I tend toward playing the Devil's advocate, in my heart I wish all SNDK longs well. Craig Response to: ...that Toshiba used the proceeds from the sale of wafer manufacturing equipment at Dominion to convert the now vacant buildings into a sushi bar. They have given up on flash altogether and are focusing franchise opportunities in VA. Aus

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