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

To: rjk01 who wrote (14791)	9/15/2000 8:36:00 AM
From: hueyone	Read Replies (1) \| Respond to of 60323

I tend to view Sandisk's investment in Tower as more of a call on future production capacity from the new Tower fab rather than a significant bet on Tower's stock price, but I could be wrong on this. I see you left Toshiba off your list. I suspect Toshiba will be taking a good bite out of Tower's potential earnings capability in exchange for Toshiba's advanced production capabilities. Tower, with their outdated production technology (according to your last article), was badly in need of Toshiba's production expertise. From the Toshiba/Tower announcement: Tower will pay Toshiba certain license and technology transfer fees as well as royalties. towersemi.com From the companies you mentioned, I will still stick with Sandisk. Sandisk has good IP, good management and nearly five years of growing profitability. Tower is sill too speculative for my investment tastes, but I am interested in following this microFlash story and appreciate your updates. Best, Huey