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 176.34

-5.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (6707)	8/22/1999 8:29:00 PM
From: Craig Freeman	Read Replies (1) of 60323

Ausdauer, glad to have you back! One possible answer to the question of "why so much money?" arises from the worldwide shortage of fab/foundry facilities. To lock up supplies in a tight market it may be necessary to actual buy a substantial interest in a fab rather than just "invest" relatively small sums like before ($51M may be big money to most of us but it ain't much when it comes to fabs). For example, NSM is anxious to sell part of a fab in Portland Maine. The whole thing is worth ~$700M so SNDK could buy a good chunk of it and add some necessary extra equipment for about the amount of the offering. Craig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next