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Technology Stocks : WDC/Sandisk Corporation

WDC 153.60

-2.8%

1:22 PM EST

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To: Art Bechhoefer who wrote (14221)	8/24/2000 7:18:38 AM
From: Road Walker	Read Replies (2) of 60323

Art, re: "First, there are more plant facilities available in Taiwan than last year. Second, the joint venture with Toshiba in Manassas, Virginia will start producing next year. The combined new facilities (not including, for the moment, the agreement with Tower Semiconductor in Israel)" Do we have confirmation that Manassas will be producing product in '01? It's my experience from being an Intel investor that microprocessor fabs take about two years from ground breaking to start to spit out product; an additional year or more to come close to capacity. Do memory fabs have a shorter lead time? John

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