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To: DukeCrow who wrote (13173)	7/20/2000 8:42:55 PM
From: Sam	Respond to of 60323

Ali, <<Maybe Niles is trying to get all those Fido funds into SanDisk ahead of his strong buy rating. Lehman and Fidelity have strong ties, I believe.>> Fidelity already is a larger stockholder, in fact now that Seagate has sold their stake, I believe they are the largest stockholder. I haven't seen the latest 13d, but, if I recall correctly, they have owned as much as about 11% or so of the company at times during the past few years.

To: DukeCrow who wrote (13173)	7/20/2000 10:39:16 PM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

Back in January 2000, I believe Eli said he could have sold 3-4 times the product if he had it available to sell. I infer from this that SNDK was blind-sided! Their marketing research let them down. When SNDK introduced the MMC card they expected it be a BIG seller. If I recall correctly they expected cell phones to be the BIG user of MMC. I don't think MP3 was on their radar screen. It has been over 2 1/2 years since the introduction of the MMC. How many people have you seen using a cell-phone with MMC? I think the early optimism for MMC was pre-mature for cell phones but late for MP3 players. Now Eli says they have been blind-sided by demand for Digital Video Camera demand. What will be the next device they get blind-sided by? Auto-PC's? Cable Boxes? I believe SNDK has sucked at understanding the demand for product. Their marketing forecasts blew it! Marketing forecasts prevented them from obtaining enough capacitors also. Below, I repeat again a post by Rex: To: Sam who wrote (8964) From: Binx Bolling Friday, Jan 28, 2000 1:01 PM ET Reply # of 13193 Here is a repost from Rex Dwyer regarding Long Term Forecasts: To: Mike Winn who wrote (697) From: Rex Dwyer Tuesday, Aug 26, 1997 12:22 AM ET Reply # of 8968 I am sorry, but the analysts are being WAY too conservative on the growth rate. To get to 12M units by the year 2000, SNDK needs to grow by about 300% per year; 50K to 12M in 4 years. SNDK is starting to see growth, conservatively, in excess of 150% per year. People just don't understand the importance of design-ins. We knew this was going to happen. Rex

To: DukeCrow who wrote (13173)	9/1/2000 7:37:26 PM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

What is the difference between a loan and a grant? This following article says loan Have the terms changed? jpost.com Tower is hoping to sign additional partners to cover the cost of the $1.5 billion plant. The company is planning to raise a total of $350m. from strategic partners, $350m. from a government loan which it is hoping to receive approval within the next few weeks, and $550m. in loans from the banking sector. The difference is expected to be covered by sales once the plant is operational