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

To: Ausdauer who wrote (15043)	9/26/2000 8:18:00 AM
From: Jason W	Read Replies (1) \| Respond to of 60323

Kodak Says Weak September Sales to Hurt Profit biz.yahoo.com If they aren't buying film, what are they buying?!? Jason W ripvanwinkle@wakemewhentheworldgetsit.zzz

To: Ausdauer who wrote (15043)	9/26/2000 10:44:37 AM
From: Cooters	Respond to of 60323

Aus, Here's a link to Irwin Jacobs' wireless presentation form earlier this month. The page displayed shows the storage component, but the rest of the presentation can be viewed also. qualcomm.com Cooters

To: Ausdauer who wrote (15043)	9/26/2000 10:54:34 AM
From: wily	Read Replies (2) \| Respond to of 60323

Ausdauer, Thanks for the comments. I always appreciate your insightful speculations into the mysteries of licensing secrets. This looks like it may be a powerful combination for Sandisk and Toshiba, but it depends on how well they're able to do MLC at the smaller dimensions. Even without that, though, I'd think costs should shrink for Sandisk at the new fab. I just checked the Hitachi website and they don't offer a 512Mb chip yet: semiconductor.hitachi.com There's a couple white papers on that page that might be good reading but I haven't checked them yet. wily