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Technology Stocks : WDC/Sandisk Corporation
WDC 187.68+9.0%Jan 2 3:59 PM EST
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To: slacker711 who wrote (26368)7/14/2004 5:43:03 PM
From: Ausdauer  Read Replies (1) of 60323
 
Slacker, the 90nm transition for Intel has been fantastic.

So good, in fact, that the yields actually caused huge inventory overruns.
Now they are backpedalling saying that there is "underabsorption" caused
by flooding the market from super-efficient 90nm yields on the new 300mm fabs.

This bodes well actually for SNDK.

Aus
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