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

To: Binx Bolling who wrote (12619)	7/7/2000 9:08:22 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Binx Quality Linx SanDisk's current microcontroller consumption exceeds a million devices per month, and is growing rapidly, said Eli Harari, president and chief executive of the Santa Clara, Calif.-based flash-memory storage-card manufacturer. "We cannot get enough wafers, either on the flash or controller side, to meet demand for our products," Harari said in a press conference last week. "We are looking to bring on dependable, good foundry suppliers, in addition to our solid business relationship in Taiwan with UMC." I think this speaks to the issues of oversupply. SanDisk is in the flash card business, not in the low density embedded applications business. Eli is saying they hope to ship 12+ million flash cards this year and we know thay they are only meeting 60% of their requests due to allocation issues which we are all aware of. If my notes from the Shareholders' Meeting are correct the $200 million of product revenues from MMC/SDMC alone should put us close to the half billion dollar mark for 2000. Ausdauer