WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 153.96

+0.7%

3:59 PM EST

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To: Michael A. Gottesman who wrote (2060)	12/11/1997 7:55:00 PM
From: Mike Winn	Read Replies (2) of 60323

Michael - I saw somewhere in the secondary filing that Sandisk listed the currency fluctuation as a risk factor since it has to pay for the wafer in yens. Now that the dollar is up and the yen is down, the "risk" becomes a blessing. I also posted a while ago a research article from H&Q regarding the joint venture with fabs in Taiwan. Sandisk is protected from rising chip cost for duration of 6 months to a few years. I wonder if this will also prevent Sandisk from getting lower chip cost because of this fixed cost pricing now that the dollar is up. You may want to verify this with the CFO.

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