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Technology Stocks : WDC/Sandisk Corporation

WDC 157.11

-5.4%

3:59 PM EST

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To: Ausdauer who wrote (11098)	5/16/2000 11:05:00 PM
From: Zeev Hed	Read Replies (1) of 60323

Only if the capacity brought on line will cause oversupply. Prices and margins can fall dramatically in memory lane. Remember last year in DRAMs, when the market was flooded. ASP fell all the way to between $3 to $4 before finally recovering now to around $6.5. It might be interesting to estimate how much new capacity AMD's and INTC expansion plans are going to bring. Zeev

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