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 10:41:12 AM
From: Sam	Read Replies (3) of 60323

I'm not sure of this, but I think it might have actually been more appropriate to have posted this article on the SSTI board, as Intel's added capacity might affect them, while it doesn't affect Sandisk. Or, rather, it affects them, but it does so in a positive way, as it enables more of the products that use CF, MMC and SD to be built. But I think, but am not certain, that the chips that Intel (and perhaps also AMD) makes may compete directly with SSTI. This may account for the puzzling reaction to SSTI's great quarter. Any thoughts on this?

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