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

To: Ron C who wrote (7528)	10/13/1999 10:59:00 AM
From: Ausdauer	Respond to of 60323

Ron, I find the news fascinating regarding Lexar's funding. I am not sure what $30 million in cash will buy these days. SanDisk has taken its destiny in its own hands by controlling flash wafer production. Lexar will need to continue to buy wafer on the open market and "spot prices" for raw wafer are bound to go up. Meanwhile UMC keeps chugging out product and the Toshiba/Yokkaichi/Dominion joint venture is a clear investment in the future. I would be interested to know how Lexar is going to compete long term with the production efficiencies that SanDisk and Toshiba are building. Ausdauer