WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Ausdauer who wrote (6818)	8/30/1999 2:29:00 PM
From: Bargain Hunter	Read Replies (1) of 60323

You raise some important points. Does anyone know the answer to these questions? Are raw wafers for flash memory any different from raw wafers for DRAM or processors? I think the answer is no. Can flash memory be made on the same fab line as DRAM and processors? I think the answer is yes. After a batch of DRAM/processor wafers have been made, is there any turnaround delay involved before a flash batch can be processed and vice versa? I don't know the answer to this one. Is it only discount retailers that are finding it hard to get high-end product? That might indicate that SNDK is now better at matching supply and demand and doesn't have to offer discounts to sell all supplies.

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