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Technology Stocks : WDC/Sandisk Corporation
WDC 166.10-2.3%Nov 12 3:59 PM EST
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To: Art Bechhoefer who wrote (7010)9/21/1999 9:06:00 AM
From: Ausdauer  Read Replies (1) of 60323
 
Art,

I think we need to investigate the Taiwan tragedy more closely to determine what effect this will have on production between now and the Holiday Season. This underscores the necessity of having several sources of wafer and the importance of SanDisk's secondary to raise cash for another investment in a wafer fabrication site.

Ausdauer
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