WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 167.13

-1.7%

1:41 PM EST

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To: thecalculator who wrote (14476)	9/4/2000 12:00:09 AM
From: Zeev Hed	Read Replies (1) of 60323

Selective quoting is not very healthy, from the same piece: "We don't have any 'take-or-pay' arrangements, so it minimizes our risk during a downturn," Eichler said. And the company has been guaranteed space in the fab when the market tightens, he noted." Guess who takes on the risk during a downturn of operating a $1 B fab at less than full capacity? TSEM, of course. And the problem I cited is the timing, the fab will open, unfortunately, in the middle of the next "downturn". Zeev

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