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Technology Stocks : WDC/Sandisk Corporation
WDC 282.58+8.6%Feb 6 9:30 AM EST

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To: Pam who wrote (30849)1/5/2006 12:00:58 PM
From: slacker711  Read Replies (2) of 60323
 
The 8Gb NAND chips, co-developed by Toshiba and SanDisk Corp,
are now in full production on 70nm production lines in an advanced wafer
fabrication facility at Toshiba Yokkaichi Works run by Flash Partners, Inc., a
joint venture of Toshiba and SanDisk.


One word....Wow!

The capacity ramp over the next two quarters is going to be absolutely unreal.

Samples of the 16Gb Toshiba TH58NVG4D4CTG, 16Gb NAND Flash will be
available in January 2006, priced at $79.00 each.


I fully expect Sandisk to initiate a substantial price cut in the next month. They are going to cut prices hard and grab share like there is no tomorrow :-).

Slacker
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