WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: thecalculator who wrote (14400)	8/30/2000 10:08:20 AM
From: Sam	Read Replies (1) of 60323

Calculator & Aus, Re: the new Tower facility In the Alliance announcement (which I presume mirrors the earlier Sandisk announcement), it says, <<Alliance will receive from Tower a guaranteed portion of the available wafer capacity at competitive pricing, with first production expected in 2002. The new facility will be called 'Fab 2' and will be constructed adjacent to Tower's current facility in Midgal Haemek, Israel. It will have about 1,000 employees and is expected to produce up to 33,000 200-mm wafers per month, the company said.>> But I thought people were building 300 mm capacity now, for production in 2002-03. Will 200mm wafers still be cost effective by then? I throw in the caveat that I am a rank novice on these things, and want to be more informed. TIA, Sam

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