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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (6818)	8/30/1999 2:12:00 PM
From: Jim Greif	Respond to of 60323

Aus, I echo your comments. I suspect that Sandisk probably has as much access to flash wafers as anyone, but that is only one area for concern. If the orders are backlogged too far, there is always the danger that other types of devices will win the design-ins in the future. If a manufacturer sees continuing product delays, he may decide to go with a mini-disc, or some other form factor. I hope that I'm worrying unnecessarily and that there will be all sorts of 96-bit discs on the market by next week. Jim

To: Ausdauer who wrote (6818)	8/30/1999 2:29:00 PM
From: Bargain Hunter	Read Replies (1) \| Respond to of 60323

You raise some important points. Does anyone know the answer to these questions? Are raw wafers for flash memory any different from raw wafers for DRAM or processors? I think the answer is no. Can flash memory be made on the same fab line as DRAM and processors? I think the answer is yes. After a batch of DRAM/processor wafers have been made, is there any turnaround delay involved before a flash batch can be processed and vice versa? I don't know the answer to this one. Is it only discount retailers that are finding it hard to get high-end product? That might indicate that SNDK is now better at matching supply and demand and doesn't have to offer discounts to sell all supplies.