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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: Rocky Reid who wrote (12526)	7/5/2000 12:49:06 PM
From: Art Bechhoefer	Read Replies (2) of 60323

I just got off the conference call between SNDK and Tower Semiconductor. All I can say is HOLY COW! If the deal actually materializes, and it is contingent on a $300 million loan from the Israeli government, it will give SNDK a 10 percent ownership in Tower (TSEM), and new fabrication facilities that will provide controllers for SNDK. Currently SNDK controllers use .35 micron technology. This new facility will provide initially .18, as a result of prior agreements between Toshiba and Tower, and eventually .13 micron technology. So it is at least twice as good as the current technology used by SNDK. There are so many other features of this strategic alliance that it would take a great deal of time to elaborate. More later, but for now, anyone who would believe the latest report on semiconductors by Salomon Smith Barney is an idiot! Art

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