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Technology Stocks : WDC/Sandisk Corporation

WDC 164.84

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3:28 PM EST

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To: Ausdauer who wrote (5707)	5/13/1999 6:37:00 PM
From: Sam	Read Replies (3) of 60323

Aus, Thanks for your summary of Q&A. EH's comment (I assume it was his comment, anyway) that "The good news is that demand for flash products should increase exponentially beginning in 2000 and the relatively fixed overhead costs will become proportionally much smaller" is my own belief as well. The wild card is, of course, how will ASPs fare. We'll have to see. Best, Sam

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