WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.14

+3.4%

10:34 AM EST

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To: Bruno Cipolla who wrote (20640)	7/31/2001 11:20:53 AM
From: Ausdauer	Read Replies (1) of 60323

Another CompactFlash design win... ...but it is difficult to know how big of a contract this represents. siliconinvestor.com SanDisk's non-retail business is highly dependent on the recovery of the telecom market. During the last c.c. I think Eli said that their telecom customers are bound to recover sooner or later. He added that on the basis of the current expressed interest (or lack there of) in flash cards that things probably can't get worse than they already are. He suggested that telecom/industry customers place a lot of faith on the NOR based flash products and were reluctant to requalify their systems (with new NAND or MLC NAND products?). I make this assumption because Eli mentioned that they cannot entirely phase out NOR production even though the foundry contracts with UMC were scaled down with controller production and R&D representing the current book of business there. Aus

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