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: Zeev Hed who wrote (14443)	9/2/2000 11:33:38 PM
From: thecalculator	Read Replies (3) of 60323

I think that you are forgetting a very important point No, my memory bank is working just fine. Thanks for your concern though. <g> by that time, the semi industry will be in one of its cyclical slumps, So do you want to go down on the record as a prophet. Join the crowd...I think huey is trying to convince us he is a financial genius. General sector slow down or not, particular technologies may be relatively immune to a slow-down for years to come. Particularly situated fabs, specifically those catering to the Israeli fabless industry, may also be relatively immune to a 'potential' near-term slowdown as well. but production ramp up will slow down as their partners make sure their own facilities are fully operational. Just one of their partners is on record stating they will likely have Tower manufacture ALL of their controllers...approaching what, 1 million a month now? A lot of Fab 2's success will depend on the brain-power behind the IP circuitry being manufactured there. I think that Tower should be available some time in the next two years at much better prices. I think I won't be alone buying it either, should that be the case. So do you care to predict these "much better prices"? thecalculator

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