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Technology Stocks : WDC/Sandisk Corporation

WDC 155.73

-2.7%

11:30 AM EST

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To: Ausdauer who wrote (21048)	10/28/2001 12:12:06 AM
From: Bargain Hunter	Read Replies (2) of 60323

I had heard something about Toshiba divesting itself of chip-making plants. But the closest I could find just now was: dailynews.yahoo.com Japan's Nihon Keizai Shimbun business daily reported on Thursday that Infineon is in the final stages of talks with Toshiba Corp (6502.T), the world's second-largest chipmaker and number six in DRAMs, on combining their DRAM operations. If you think that the flash memory business is miserable, look at the DRAM business. Part of the reason that Samsung is flooding the world with flash is that they switched some DRAM fabs to flash. I think it is plausible that SNDK will buy the other 50% of Dominion from Toshiba if Toshiba decides they do not want to be in the flash business long term. Note that the flash memory business will become less cyclical if/when it grows large enough to become the biggest segment of the chip business (by manufacturing capacity not by dollar volume). Anyone care to guess when that will be?

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