Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Starlight who wrote (14217)	8/23/2000 8:50:49 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

There have been several reports lately of shortages in flash memory through next year. Perhaps this is driving the stock up since it implies that SNDK will be able to sell ALL of the FM it can produce (and don't they have additional capacity coming on-line sometime in the coming year?). Betty, go back and review Eli's comments during the last CC. All of the additional capacity coming on line during the next couple of years means bupkis. Most of the additional capacity is low density flash. SNDK sells high density flash and capacity will be constrained for at least a few years. Message 14074866 Jay