WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

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3:59 PM EST

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To: Ausdauer who wrote (10777)	5/3/2000 6:56:00 PM
From: Danny Chan	Read Replies (2) of 60323

You were looking for another confirmation from the presentation. Here it is: Sandisk (SNDK; $91 1/16; C-1-1-9) Highlights from the ML Hardware Heaven Technology Conference Conference (Eric Rothdeutsch 415-676-1903) ? Bookings are continuing to ramp quickly - driven by particularly strong demand for products sold into digital cameras, cell phones, and MP3 players - and the company appears to be booking orders into 4Q00. Backlog is at an all-time high. ? Demand for data-storage flash memory continues to far outstrip the available supply, and the company feels that best case it is only meeting 60% of the demand for its products. SanDisk?s fast capacity ramp from its foundry partners is key. The company should begin receiving shipments from UMC?s new fab beginning in 3Q00 and is in talks with another Taiwan foundry supplier to procure additional capacity. Simultaneously, SanDisk is pursuing a shrink from 0.28 micron to 0.24 micron on its 256Mb product that should help ease capacity tightness while improving gross margins in 3Q/4Q00.

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