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

To: D.B. Cooper who wrote (12510)	7/4/2000 10:59:58 AM
From: Ausdauer	Respond to of 60323

Don, I don't see the Tower Semiconductor move as leverage against the Taiwan fabs, rather an attempt to globalize production of flash; UMC for the Asian market, Tower for the European market, and Dominion for the US market. [I don't think anyone would argue that we couldn't use a little decentralization of our production away from Taiwan.] Also, Israel seems to be a hot bed for advancements in flash technology and I know that the Israeli Work Group near the Sea of Galilee has really pushed MMC/SDMC ahead. Dr. Harari revisited the financial data that Mr. Calderoni gave at the time of the last earnings press release and conference call. He spoke about the fact that SanDisk's current licensing revenues fully fund their research efforts. This is a very big advantage over the competition. Similarly, the first quarter of 2000 marked the first quarter that SanDisk was profitable based solely on its operations. He added that there has been significant contributions by the research house in Israel near the Sea of Galilee. The innovations discovered there regarding MMC and SDMC will be represented by $200 million in revenues in 2000 and stated that this group of individuals have made extremely important contributions to SanDisk's advancement in this area. Of course it will take a few years for things to come together. This is just another example of Eli's forward thinking and the importance of the relationship with Toshiba. Ausdauer