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


To: Craig Freeman who wrote (8801)1/26/2000 1:29:00 AM
From: Artslaw  Read Replies (1) | Respond to of 60323
 
No ... comparing SNDK with AMD is like comparing apples to "road apples".
Reply to: "How will Sandisk numbers compare to these growth numbers from AMD?"


Actually, Craig, Binx was pointing out the quotes from AMD's Flash group, which, unlike the microprocessor division, has been profitable for many consecutive quarters (I almost joined AMD's flash group out of college).

As one analyst pointed out during the AMD conference call, "So, what is the lead time on your Flash shipments? 100 weeks?" Sometimes you find interesting investment information in the strangest places. . .

Steve



To: Craig Freeman who wrote (8801)1/26/2000 6:46:00 PM
From: Binx Bolling  Read Replies (1) | Respond to of 60323
 
I learned a new term:

Cold Storage

= flash provided by Intel, AMD, Fujitsu (SST ?)

vs. Data Storage Flash