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

To: Art Bechhoefer who wrote (14221)	8/24/2000 7:18:38 AM
From: Road Walker	Read Replies (2) \| Respond to of 60323

Art, re: "First, there are more plant facilities available in Taiwan than last year. Second, the joint venture with Toshiba in Manassas, Virginia will start producing next year. The combined new facilities (not including, for the moment, the agreement with Tower Semiconductor in Israel)" Do we have confirmation that Manassas will be producing product in '01? It's my experience from being an Intel investor that microprocessor fabs take about two years from ground breaking to start to spit out product; an additional year or more to come close to capacity. Do memory fabs have a shorter lead time? John

To: Art Bechhoefer who wrote (14221)	8/24/2000 8:25:49 PM
From: Michael Kim	Read Replies (2) \| Respond to of 60323

Art, congratulations on having a Cool Post! I would add that analysts also seem to assume that demand increases linearly - let's say just from digital cameras for example. In fact, as we have seen over the past few weeks, demand for SanDisk media will be coming from numerous sources: Palm Pilot, Compaq's iPaq, Nintendo, on top of the standard digicam and MP3 applications. This should steepen the demand curve dramatically and keep us supply constrained, with healthy margins and no inventory, for quite some time. New fab capacities should be easily absorbed as new flash applications are continually announced. Is it just me, or are the analysts totally missing these new sources of demand? I think their tendency might be to say - "If it's difficult to forecast, just leave it out."