WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 153.96

+0.7%

Nov 19 3:59 PM EST

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To: Andre Williamson who wrote (21327)	12/17/2001 4:35:28 PM
From: Ausdauer	Read Replies (1) of 60323

Andre, I would suspect that Toshiba, in consolidating its production of DRAM with IFX... ...would consider selling off the portion of Dominion responsible for DRAM production. If, in fact, they shut down NAND production at Dominion it would mean that the production migration to 1 gigabit densities would be scrapped there and moved back to Japan. It would also mean that there is a serious overcapacity that remains in the market and that Toshiba is not projecting an improvement in this situation in the near term. The cost of idling or shutting down a fab is substantial. I have read that the requalification process is tedious. Also, think of all the workers who would be laid off that would subsequently need to be rehired or replaced. This would be a terrible situation to be in. I called SNDK today and Sharon told me that they are examining the material that was posted today. There is no formal statement reply offered by the company now. So, we will need to be patient until a clarification is given. Recall that if there is no substance to the claim that SanDisk may say nothing at all. During the last c.c. there was no mention whatsoever about moving production overseas. That would have been a serious omission if abandonment of Dominion was in the works. Aus

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