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Technology Stocks : WDC/Sandisk Corporation

WDC 198.47

-9.6%

9:49 AM EST

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To: Allegoria who wrote (12332)	6/28/2000 9:05:00 PM
From: wily	Read Replies (1) of 60323

Eric, The article seems a bit garbled to me (how unusual). I think what it's trying to say is that NOR Flash will maintain its margins better since both the number of mobile phones sold and the amount of memory put in each mobile phone will increase over the next few years. The article tries to draw a distinction between that type of market growth and the NAND market where producers try to spur demand by lowering price. I'm not sure I agree with this, but it might be a good point. wily

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