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Technology Stocks : WDC/Sandisk Corporation
WDC 181.08+3.5%Dec 19 9:30 AM EST

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From: slacker71112/14/2005 10:31:15 AM
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This is a couple of weeks old, but it provides quite a bit of information about Toshiba's view of the NAND market. I particularly like page 21 which lays out how much they have accelerated their wafer ramp for 300mm NAND.

toshiba.co.jp

Slacker
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