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

To: Sam who wrote (8291)	12/5/1999 8:16:00 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Sam, I have seen references to awards given at the latest FSA celebration. For example, I read an IBD article on Broadcom and a press release on Genesis Semiconductor related to the December 2, 1999 FSA Award gala. I cannot link to individual posts on the FSA site (http://www.fsa.org), but SanDisk is certainly amongst good company... fsa.org I have a question for The Thread. Have people generally viewed the transformation from a "fabless" company to a potentially "fab-owning" company (Toshiba/SanDisk J.V. with planned outfitting of the Dominion site) as a positive or a negative. I interpret the fact that we will likely be able to fund most of the foreseeable capital expenditures like the J.V. with existing cash/cash equivalents to be very positive. Breaking from the fabless mold could be considered a sign of maturation. But I have always associated fabless with fab-u-lous, and now I am becoming a bit jittery about this leap to the next level. Companies like Broadcom appear to be able to supply anticipated growth with their fab partners. This is clearly not the case for SanDisk. How is it that demand has outstripped supply so quickly and how did we get caught with our pants down??? Anybody out there have strong sentiments either way? Ausdauer (looking for a little reassurance)