WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 175.07

+0.5%

11:04 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (12356)	6/28/2000 10:33:00 PM
From: wily	of 60323

Art, regarding your objections: (1) Better chip yields from foundaries, lowering cost per flash unit I believe you have to start over on the learning curve with each new shrink, so while your old processes are maturing, your new ones are just starting out, and it maybe all averages out. (2) Increased production from new plants in Taiwan, as a result of agreements with Taiwan Semiconductor This is something I hadn't considered. I'll have to look for those references. Do you have any idea what percent of capacity this will represent? (3) A non-linear leap in chip production from the Manassas plant, once that plant starts operating I did include this in my table. The first line adds output from the Manassas plant in 2001 and 2002. I allowed for half of the projected total output of that plant, (since they are splitting with Toshiba). (4) Higher gross margins resulting from efficiencies in existing fabrication. How is this different from (1)? there will be additional "one-time" gains from the sale of shares in what was originally SanDisk's investment in the Taiwan facilities Granted, but I'm just projecting operating earnings. Thanks for the comments, wily

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next