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


To: Binx Bolling who wrote (9173)2/12/2000 5:51:00 PM
From: Ausdauer  Respond to of 60323
 
Binx,

I trust you read through the release you linked here. Are you trying to emphasize the fact that SanDisk stands to benefit from Toshiba's plans???

eet.com

Toshiba currently fabricates DRAMs and flash memories at its Yokkaichi fab in Mie, Japan. The NAND flash fabrication is now 5,000 wafers a month, but that capacity will gradually increase to 22,500 wafers per month by 2002. "Flash and DRAM share the line," a Toshiba spokesman said. "When DRAM process shrinks [and DRAM unit volume remains constant], flash will use the surplus capacity. So we do not plan a big investment."

Toshiba's Dominion Semiconductor LLC in Manassas, Va. will be another base for flash memory production. Toshiba and SanDisk Corp. announced last October that they would jointly manufacture NAND flash memory at Module 2 of the Dominion fab.

The two companies will establish a joint-venture company and will spend about $400 million to lease equipment for the Module 2 fabrication line. The companies' total investment will be about $700 million, shared by the two partners.

The Dominion line will have a capacity of 17,500 wafers per month and will begin operation in the second quarter of 2001. By that point, the Yokkaichi fab will have shifted to a 0.16-micron process, and the Dominion line will also start with a 0.16-micron process.


Ausdauer



To: Binx Bolling who wrote (9173)2/13/2000 12:29:00 PM
From: Derek C.  Read Replies (1) | Respond to of 60323
 
Binx,

You are extremely resourceful in finding information about Sandisk and flash market.

Any report from Goldman Sachs Technology Investment Symposium? Sandisk presentation was towards the end of the day on Friday.

Cheers,

Derek



To: Binx Bolling who wrote (9173)2/15/2000 10:59:00 AM
From: Binx Bolling  Read Replies (2) | Respond to of 60323
 
Those digital camera buffs with extra time and money:

Advancing Digital Photography Forum 2000 Examines Impact of Internet, Distribution Issues on Market


February 15, 2000



--------------------------------------------------------------------------------

NEWTONVILLE, Mass.--(BUSINESS WIRE)--Feb. 14, 2000 via NewsEdge Corporation -

April 9-11, 2000, Meeting Features Keynote Speakers Dan Carp of Kodak,

Gary Christophersen of PhotoWorks (Seattle FilmWorks),

along with Top Financial Analysts

Top analysts from market research, publishing, and financial firms will join photography industry CEOs Daniel Carp of Eastman Kodak Company and Gary Christophersen of PhotoWorks, Inc. (formerly Seattle FilmWorks), in a detailed examination of the future of the digital photography industry at the Advancing Digital Photography Forum 2000, April 9 - 11, 2000, in Boston.

"While momentum in the market is certainly surging--with digital camera unit shipments forecast to rise from less than a million worldwide in 1996 to over 7.7 million in 2000, and revenues approaching $4 billion--the question is: what will sustain that momentum?" asked Steve Hoffenberg, Director of Lyra's Digital Photography Advisory Service, and coordinator of the conference agenda. "We called together the best-informed people in the industry to probe that question and to help develop some answers at the Forum," he explained.

Previous Advancing Digital Photography Forum conferences have brought together, in an open and constructive environment, hundreds of top executives from virtually every corner of the digital photo industry. "This year's event, which focuses on the impact of the Internet on this rapidly changing market, is bound to stir the industry to new ways of thinking about the future of photography," said Hoffenberg.

The full agenda of the conference, along with registration information and detailed information on every session, can be found at www.lyra.com/adpf. Following is a list of the individual sessions: -0- *T - Digital Photography Market Overview: A Ripe Environment - E-Appliances: Downloading the World - Digitization and the Photo-Image Processing Industry - Panel Discussion of the Online Photo Market: The DotCom World of

Photography - Home Photo Printing: A Matter of Convenience - Youth Market: Imaging in the Next Generation - What's Holding Back the Photo Enthusiasts? - Panel Discussion: The Etailing Revolution in Distribution and

Merchandising - Retail Sales Trends - Digital Still and Video Imaging Convergence: Does Still Imaging

Still Have a Future? - Financial Analysts Panel Discussion: The View from Wall Street *T

Keynote speakers Gary Christophersen, President and Chief Executive Officer, PhotoWorks, Inc. (formerly Seattle FilmWorks, Inc.) and Daniel Carp, President and CEO, Eastman Kodak Company, will be making presentations on April 10, the first working day of the conference.

Lyra Research, Inc., is recognized worldwide as the leading provider of publications, market information, and custom research services focused on the imaging industry. Lyra now provides imaging industry market research, publications, advisory services, and consulting services to more than 2,000 customers in more than 40 countries worldwide. Since 1991, Lyra Research has published The Hard Copy Observer, the most authoritative publication covering the printer industry. Lyra also offers the following hard copy and online information services and publications that analyze hard copy peripherals and document production markets and technologies, as well as new opportunities emerging from the transition of hard copy to electronic copy: The Hard Copy Industry Advisory Service, The Hard Copy Supplies Advisory Service, The Hard Copy Industry Data Source, The Digital Photography Advisory Service, The Hard Copy Printer Evaluation Series, The Lyra Cost-per-Page Database, and The Hard Copy Supplies Journal. Lyra's Custom Research & Consulting Group performs customized research and studies for a broad range of imaging industry clients seeking help with their research, planning, or analysis efforts.

CONTACT: Lyra Research, Inc. | Margaret Gage | 617-454-2664 | mgage@lyra.com



To: Binx Bolling who wrote (9173)2/17/2000 9:23:00 PM
From: Craig Freeman  Respond to of 60323
 
Binx, re: "Toshiba to boost NAND flash output more than sixfold". Maybe you do own some SNDK shares after all!

The best part of your link had to be ... "Toshiba will implement multi-level technology from SanDisk to make the 512-Mbit chip into a 1-Gbit device."

As I read it, that translates to "Toshiba will pay royalties to SNDK while producing low-cost 128MB CF single-chip solutions". Since 128MB CF is just about the perfect card for storing multi-megapixel digital images, it should be the "sweet spot" for CF as soon as it is in production.

Many thanks for providing the link.

Craig