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

To: Ausdauer who wrote (6929)	9/9/1999 7:02:00 PM
From: Sam	Respond to of 60323

Aus, You know, it makes me a little crazy to think these things, but articles like that one make me actually want to buy this secondary. Boy, what a difference a few months make! It's a good thing the market isn't open right now. I'll sleep it off.<g> Regards, Sam (88 1/2)

To: Ausdauer who wrote (6929)	9/10/1999 10:30:00 AM
From: Stoctrash	Read Replies (1) \| Respond to of 60323

Ausdauer...here is the word I get: 1)I think they can get more fab space, although at a cost. 2) They are squeezing such high royalties out of some companies that they should be able to cut a deal to trade royalties for capacity. 3) I'm pretty sure that most flash does't use .18 micron (b/c of the process used to make flash), so you don't need the latest fabs. This may be changing as people are demanding higher density flash and the engineers figure out a way to make flash operate reliably at smaller line widths. Anyone know what they are using now.. .25? 4) Even if SNDK can't get enough supply, it will make a killing off the royalties as other mfg's crank up the volume.