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

To: Jim Greif who wrote (8850)	1/26/2000 5:54:00 PM
From: orkrious	Respond to of 60323

Wow! Just got home form the doctors. I'm sorry I missed the CC. Great numbers! Last trade on Island is 105. Jay

To: Jim Greif who wrote (8850)	1/26/2000 5:57:00 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

Q&A Asian markets - couldn't meet the demand Taking orders now for the JUNE time frame 4 to 5 month leadtime - they are trying to shorten this time with added capacity Retail - January - continuing strength - 1st Q we anticipate to be extremely strong. Leaned towards CF customers as established customers and less to MMC - we could have shipped 3 to 4 times as many Intel, AMD, ST, Fujitsu - don't see them as entering market - not a factor for next several years. They can't change capacity. Their technology is not at 128 level and when they get their we expect to be at 512.