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

To: Ausdauer who wrote (13038)	7/19/2000 2:07:59 PM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

CNNFN 7/19/00 - 1:41 PM... Bill: All right. Terrific. We'll go check out an e-mail. We have one coming out from sam out in california. Sandisk. Why didn't it rebound after the april correction like the other semiconductors we were just talking about and got an explanation. We think so. We've looked at sandisk and it's in a very attractive market. We talked about silicon storage technology. It's a big player in the flash memory area. They've suffered from that concern that more flash memory is coming onstream. More capacity is coming onstream in the high density area and so they really are vulnerable if that is going to happen where as the silicon storage which focused more in the low density sector of the market is not as vulnerable. Bill: Got an e-mail from arizona coming in and it is from, i guess that's igor. What's your opinion on the timing of buying jds yawn... Note: There are occasional misspellings or other inaccuracies contained in the transcripts. TVEyes.com, Inc. believes these transcripts to be predominantly correct but does not guarantee their accuracy. Copyright © 1999, 2000 TVEyes.com, Inc. All rights reserved

To: Ausdauer who wrote (13038)	7/19/2000 10:23:42 PM
From: TREND1	Read Replies (1) \| Respond to of 60323

AUS You know I like to look at PRO and CON on any stock. So here is my best "negative"(g) It is based on MICRON TECH and DRAM. MICRON takes on Asia fabs by beating them in size, they are down to the .18 and .15 and soon lower. Drop in size makes MICRON lowest cost producer of DRAM (1) Fact 85% of SNDK rev was product. (2) Fact 15% of SNDK rev was fee. (3) Could Asia fabs produce SNDK product at a much lower size and thereby end up cheaper, even after the SNDK fees? (4) Hopefully some one will say this is stupid and gives reasons why it is not possible. Thanks in advance Larry Dudash