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

To: Michael A. Gottesman who wrote (8853)	1/26/2000 6:02:00 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

Expect that with Toshiba - as long as at capacity at VA fab, we will have the lowest cost CF, bar none. Extent of 1st Q growth - Main capacity constraints - running 2 fabs at UMC - one at almost at 100% for 256 output. Other ir running 128. Supply situation will improve significantly in 1st Q. But second quarter is where we will really see the impact of 256 Faster ramp up in 4th Q to 256 & really pleased with the yields. Will the sequential growth be sustainable - "I think so, yes"