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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (8766)	10/24/1999 8:48:00 PM
From: Percival 917	Respond to of 54805

Thanks Merlin, That makes sense on Sandisk's fab decision. I guess this bears watching only for the time being. Joel

To: Mike Buckley who wrote (8766)	10/24/1999 11:16:00 PM
From: straight life	Read Replies (2) \| Respond to of 54805

in re: SNDK (fab)you said: "It's the large drain on cash flow during the periods when product adoption slows..." But if non-volatile memory is becoming an essential part of at least 3 markets in hypergrowth (digital cameras, mp3 devices and cellphones), we may not have to worry about the 'drain'. In tornado markets, didn't someone say that the most important issue was getting product out the door (and bashing the competition, no?)hmn?