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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Jason Rooks who wrote (6028)	6/16/1999 10:00:00 PM
From: Ausdauer	Read Replies (1) of 60323

Jason, I expect to see an inversion of the supply/demand relationship that has haunted us the last several quarters. This is where Dr. Harari and company will show us how brilliant the execution will be. Related to this subject, I read a favorable article on Jabil and other contract assemblers in Forbes this week (July 29, 1999). Mentioned in the article is relationship that Jabil has developed with its customer base in helping to create significant cost efficiencies in production. Solectron, SCI systems, Celestica, NatSteel Electronics and Venture Manufacturing are also mentioned as promising companies in the contract manufacturing field. Ausdauer

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