Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sam who wrote (8318)	12/6/1999 6:21:00 AM
From: Ausdauer	Respond to of 60323

Sam and rll, re: the proposed fab As far as whether it is a positive or a negative for them to be building their own capacity: I think it is a positive, especially in a JV with Toshiba. They will learn manufacturing from Toshiba. Dr. H. is not too egoistic to know that they can't possibly do everything themselves, figure out everything themselves, and many companies could learn a thing or two about semiconductor manufacturing from a company like Toshiba. It seems that Sandisk is a victim of their own success in this regard. They rely on outside fabs to provide their product, but competition for those fabs has become fierce with exponentially increasing silicon demand. Possibly, Sandisk's hands were tied and they had little or no other choice but to partner with Toshiba for this new facility. It's a large step for Sandisk to manage and run a fab and therefore partnering with Toshiba seems logical. Thanks, Guys. Ausdauer