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Technology Stocks : Flash Memory - Players & Prospects
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To: hueyone who wrote (27)1/19/2001 7:18:36 AM
From: Ausdauer  Read Replies (1) of 50
 
How do you distinguish between the SST/Vanguard agreement
(or other SST foundry agreements)
and the Toshiba/Sandisk Flash Vision, LLC agreement?

There appears to be relatively little difference.
Recall, however, that Toshiba is a foundry partner
that is bringing substantial expertise in NAND flash
memory design and manufacture that will expand SNDK's
presence into newer markets. The FlashVision JV was also
announced in September of 1999, far in advance of the
anticipated boom in flash memory demand. It is slated to
go on-line slightly ahead of schedule.

SanDisk did a secondary to help finance this project.

My understanding is that the planned Vanguard flash memory
undertaking will cost $2.0 billion to finance. I suspect
that SSTI will go ahead with an add-on public offering to
finance this undertaking. This probably would have happened
by now if the tech meltdown had not occured. I suspect that
more details of the SSTI/Vanguard deal will be announced at
the SSTI conference call.

SNDK and SSTI share other similarities.
Both SSTI and SNDK had severe sell-offs in December/January.
SSTI was down to a forward PE of 3 while at its recent
low, while around the same time SNDK's PE was down to 16
based on published EPS estimates for 2001 for both companies.

Congrats on those who took advantage of the opportunity.
I was huddled down in a bunker eating canned peas at the time.

Aus
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