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

To: Michael A. Gottesman who wrote (8846)	1/26/2000 5:39:00 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

Over $450K in cash and investments Current liabilities $8+ million Eli: Outstanding quarter, margins increased by 3%, backlog of bookings, booked for Q1 & substantial of Q2. Stable pricing DC, Industrial & MP3 - all strong From all markets geographically Retail sales exceptionally strong 34% of sales Only downside was that could have shipped more if we had more product. Increased 36% # of megabites in quarter despite the earthquake. Accellarated to 256 mgbite wafers. (Eli sounds confident) Highest volume and lowest cost producer on the market Toshiba JV - production by 2nd half 2001 Working in Taiwan for new capacity - more from UMC & from second fab - 256 mgbit Sufficient to handle double 1999 level if demand is there