WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: Ausdauer who wrote (15401)	10/8/2000 4:36:29 PM
From: orkrious	Read Replies (1) of 60323

I think the upcoming quarterly report from SanDisk will give us a better barometric reading of demand going forward. Aus, when reading about waning flash demand, I think it is useful to remember Eli's comments last CC. Message 14074866 I can't believe how many people don't understand our business. It is crazy. I just listened to the SSTI call saying that 80% of their sales came from 2Mbit flash. We sell 256Mbit flash. Toshiba, Sandisk, Hitatchi, and Samsung are the only companies that make this, and all of the other flash capacity being added isn't going to alleviate the situation. As Eli said some time ago, he doesn't see flash capacity catching up with demand for years. Jay

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