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Technology Stocks : WDC/Sandisk Corporation

WDC 179.83

-0.7%

9:43 AM EST

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To: Ausdauer who wrote (21252)	11/30/2001 10:07:43 AM
From: Art Bechhoefer	Read Replies (1) of 60323

The link you provided to the Fujitsu article suggests there still is a lot of overcapacity in flash memories. Shutting down an Oregon plant built in 1988 to make DRAM indicates two problems. First, Fujitsu and any other partner would have to make a fairly large capital investment in equipment capable of using .13 micron technology for flash memory. Second, an investment at this time would probably increase Fujitsu's losses because of the low prices for flash memory, on top of low prices for Fujitsu's other computer products. Once again, this article shows that the stronger companies with good cash flow and low or no debt are the ones that are going to survive. By the end of 2002, we may see only three or four companies in the world making flash memory. The rest will be absorbed or dismantled. This is not very different from consolidation that took place in microprocessors, DRAM, computers, and in earlier times, TV, radio, and autos. Art

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