WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Art Bechhoefer who wrote (10850)	5/8/2000 10:10:00 AM
From: Michael A. Gottesman	Read Replies (2) of 60323

Art: I have to agree with your capacity assessment. When SNDK recently announced a similar deal to provide embedded memory, my first question was - Where is this capacity coming from? Now with this second announcement, I have to believe that they have made arrangements for additionally capacity since the indication up to now has been that they were operating at maximum capacity. Perhaps this will be confirmed on 5/11. And those of you fortunate enough to be going, please post updates for the rest of us! Mike G.

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