WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 229.63

-5.1%

10:10 AM EST

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To: Howard R. Hansen who wrote (24195)	12/8/2003 10:28:38 PM
From: Art Bechhoefer	Read Replies (1) of 60323

Howard, there is another dimension to the decision to invest in a new plant besides the one we've discussed here. What if the plant and the manufacturing processes are so efficient that they can undersell Samsung (assuming that Samsung has lower labor costs and theoretically can undersell most other manufacturers)? The a new market for the SanDisk/Toshiba plant is supplying wafers or finished products to other manufacturers. At the moment we're considering only the issue of SanDisk building and running plants for its own use, or for Toshiba's customers. Maybe this new plant will make SanDisk and Toshiba the lowest cost producers. Art

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