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

To: Ausdauer who wrote (13022)	7/19/2000 10:48:06 PM
From: ralessipvh	Respond to of 60323

Aus, I can't really address these issues entirely but, II--" by ELI--there is an expanding adoption of MMC, everyone but Sony: this was an essentially unexpected surprise involving all including samsung, sharp, toshiba, RCA, panasonic etc... we expect there to be over 10 million units shipped" gross margins to remain target mid 30s (hinted sl improvement next q than further in q 4)(31.5 then 32.5 ? guess) growth next quarter--answered this twice first answer use average of last 4-5 quarter growth rate second time --20% next q then 25% q 4 major pts I got was who they supply and what divisions and products is entirely up to them as all divisions are capacity constrained having to decide b/t 64/128/ and 256 production---only have so much capacity but BMC ramping nicely my take on liscensing(sp?) --vendors have fixed or capped royalties then after fixed paid--variable based on revenue royalties.even though two vendors have maxed fixed exp still pay variable royalties. did not mention what damages Lexar would have to pay , but clearly any future lesee may have to pay higher fixed royalties 697 million in cash and investments !!!!!!!! inventory is up 33% over last quarter -----explained as building supply chain in certain areas ( however may be sitting on the shelf waiting for 8MB flash or capacitors (stated both were in extremely short supply) orders already placed for 512 and 1Gbit (flash vision w/ toshiba--progressing nicely) SD is on tract w/ toshiba and Matshiuda geographic breakdown (relative increase)--NA-47% (21%)/ japan26%(20%) europe 18% (67%) other 10% (36%) goal is 50% NA