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Technology Stocks : WDC/Sandisk Corporation
WDC 163.58+0.2%3:59 PM EST
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To: Ausdauer who wrote (13038)7/19/2000 10:23:42 PM
From: TREND1  Read Replies (1) of 60323
 
AUS
You know I like to look at PRO and CON on any stock.
So here is my best "negative"(g)
It is based on MICRON TECH and DRAM.
MICRON takes on Asia fabs by beating them in size,
they are down to the .18 and .15 and soon lower.
Drop in size makes MICRON lowest cost producer of DRAM

(1) Fact 85% of SNDK rev was product.
(2) Fact 15% of SNDK rev was fee.
(3) Could Asia fabs produce SNDK product at a much lower
size and thereby end up cheaper, even after the SNDK fees?
(4) Hopefully some one will say this is stupid and gives reasons why it is not possible.

Thanks in advance
Larry Dudash
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