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

To: Jason W who wrote (13208)	7/21/2000 10:21:23 AM
From: Ausdauer	Respond to of 60323

Jason W, I was surprised by this line... "You won't hear anyone at Intel openly admitting that it's becoming a flash-memory company. That's because the PC chip business still makes the lion's share of the company's revenue -- some 87% in 1999. But flash products accounted for much of Intel's revenue and income growth in the second quarter and almost all capital-spending projects are going toward flash production. "After you take out interest income, it looks like [flash chips] account for all sequential growth," says CS First Boston analyst Charlie Glavin. The Intel earnings press release hinted at flash memory growth as a significant contributor in Q2. It would be great to get a summary of their flash product line just for comparison. I believe Centennial bought out all of the removable flash card business last year, so all products must be embedded chipsets. Aus

To: Jason W who wrote (13208)	7/21/2000 10:41:12 AM
From: Sam	Read Replies (3) \| Respond to of 60323

I'm not sure of this, but I think it might have actually been more appropriate to have posted this article on the SSTI board, as Intel's added capacity might affect them, while it doesn't affect Sandisk. Or, rather, it affects them, but it does so in a positive way, as it enables more of the products that use CF, MMC and SD to be built. But I think, but am not certain, that the chips that Intel (and perhaps also AMD) makes may compete directly with SSTI. This may account for the puzzling reaction to SSTI's great quarter. Any thoughts on this?