WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 174.21

+6.9%

Nov 10 3:59 PM EST

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To: thecalculator who wrote (14406)	9/2/2000 11:33:21 AM
From: Zeev Hed	Read Replies (1) of 60323

OT the calculator, I think that you are forgetting a very important point, Tower will not have this fab operational until at least 2002, well, by that time, the semi industry will be in one of its cyclical slumps, Tower will still have to pay interest and overhead, but production ramp up will slow down as their partners make sure their own facilities are fully operational. I think that Tower should be available some time in the next two years at much better prices. SNDK and SSTI are much better bets as Hueyone suggested. Zeev

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