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

To: Rocky Reid who wrote (12526)7/5/2000 12:49:06 PM
From: Art Bechhoefer  Read Replies (2) | Respond to of 60323
 
I just got off the conference call between SNDK and Tower Semiconductor. All I can say is HOLY COW! If the deal actually materializes, and it is contingent on a $300 million loan from the Israeli government, it will give SNDK a 10 percent ownership in Tower (TSEM), and new fabrication facilities that will provide controllers for SNDK. Currently SNDK controllers use .35 micron technology. This new facility will provide initially .18, as a result of prior agreements between Toshiba and Tower, and eventually .13 micron technology. So it is at least twice as good as the current technology used by SNDK.

There are so many other features of this strategic alliance that it would take a great deal of time to elaborate. More later, but for now, anyone who would believe the latest report on semiconductors by Salomon Smith Barney is an idiot!

Art



To: Rocky Reid who wrote (12526)7/5/2000 2:59:24 PM
From: Herb Fuller  Read Replies (1) | Respond to of 60323
 
The SNDK Chart looks like a falling Knife to me.

It is no wonder the stock price is falling due to the fact that SanDisk will be dropping their chip prices 90% over the next 5 years, to compete with magnetic storage, and therefore will have to produce 10 times as much product to keep the same revs as they will do this year.


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