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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 3:59 PM EST
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To: wily who wrote (12352)6/28/2000 9:25:00 PM
From: Art Bechhoefer  Read Replies (3) of 60323
 
Wily, your assumptions involve projections of existing levels of sales and profits but do not take into account the following:

(1) Better chip yields from foundaries, lowering cost per flash unit,

(2) Increased production from new plants in Taiwan, as a result of agreements with Taiwan Semiconductor,

(3) A non-linear leap in chip production from the Manassas plant, once that plant starts operating,

(4) Higher gross margins resulting from efficiencies in existing fabrication.

Taken together, these factors should produce much higher net income than you have projected for this year and next year. In addition, there will be additional "one-time" gains from the sale of shares in what was originally SanDisk's investment in the Taiwan facilities. While I do not place too much faith in straight line projections, yours would be more acceptable if you multiplied the results by 2.
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