WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Jason W who wrote (13208)	7/21/2000 10:21:23 AM
From: Ausdauer	of 60323

Jason W, I was surprised by this line... "You won't hear anyone at Intel openly admitting that it's becoming a flash-memory company. That's because the PC chip business still makes the lion's share of the company's revenue -- some 87% in 1999. But flash products accounted for much of Intel's revenue and income growth in the second quarter and almost all capital-spending projects are going toward flash production. "After you take out interest income, it looks like [flash chips] account for all sequential growth," says CS First Boston analyst Charlie Glavin. The Intel earnings press release hinted at flash memory growth as a significant contributor in Q2. It would be great to get a summary of their flash product line just for comparison. I believe Centennial bought out all of the removable flash card business last year, so all products must be embedded chipsets. Aus

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