WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 168.90

+4.9%

Dec 5 3:59 PM EST

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To: Zeev Hed who wrote (21036)	10/24/2001 1:57:26 AM
From: docpaul	Read Replies (1) of 60323

For what little it's worth, Some of you might know me as one of SSTI's big "fans", and I thought I'd just write here in agreement of Zeev's opinion. You have to look at SST and Sandisk as two different ends of the semiconductor spectrum. Those that are fabless, like SST tend to come off looking better in the downturns because of their relative freedom of operating expenses.. but when the feast gets placed at the table during the next upturn, they'll most likely once again become constrained to the extent that they can obtain capacity at the TSMC's of the world. As much as I share in many of the frustrations in poor royalty revenue followup by Sandisk, when the inevitable cycle turns upward once again, the capacity of advanced high density flash that the company is working towards will be profitable for the company. Especially in a capacity constrained environment. Upturns undoubtedly turn the scales in the favor of the fab owner. All the best, docpaul

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