WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 240.87

+1.9%

Jan 26 3:59 PM EST

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To: Craig Freeman who wrote (12231)	6/26/2000 9:55:00 AM
From: Ausdauer	Read Replies (1) of 60323

"Given the same number of wafers are available from UMC and that every chip is presold, it appears that SNDK's bottom line will depend on yields on their 256Mbit chips." Craig, we all know how much of a set back the disappointing 128 Mbit yields were last year and we took a hit for that. I think the fact that they learned quite a bit from their mistakes (as Eli stated during a c.c. last Fall) and recalling that they already have acceptable 256Mbit/D2 yields from prior transitions is a big positive. I just don't see... 21½ + 22½ + 23½ + 24½ = 90½ ...but I am mentally prepared if it is to be. Ausdauer

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