WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.87

-2.4%

Dec 22 3:59 PM EST

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To: Mike Winn who wrote (1090)	10/24/1997 2:26:00 AM
From: Rex Dwyer	Read Replies (1) of 60323

Hi Mike(Hugh), Someone from my e-mail list had brought that up. They went into a deal with other IC makers somewhere in Taiwan I believe(too late to dig the story up). So, they have dibs on some large capacity in the future. But, like I had said before, the demand is increasing way too fast. I think they now plan to become a full fledged IC company with big capacity. They should be able to compete well with evey other manufacturer since SNDK has a cost advantage since they don't have to pay royalties. I bet we hear of SNDK upping their investment in the Taiwan fab with their secondary money. Rex [OT to Mike] Thanks! I try my best to pick good stocks. Believe it or not, I owned CHKPF until recently. I missed the +$10 pop last week. I also rode ALYD up with you from $12 to $23. Great minds think alike. :)

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