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


To: Steve 667 who wrote (15572)10/13/2000 11:23:19 AM
From: Garpy  Respond to of 60323
 
Anyone have any hard numbers on when new capacity is coming online?

My assumption is only Toshiba, Hitachi, and Sandisk (Samsung?) can make the high-density flash b/c of technology and patents.

Is this true? Can Intel and AMD make it too?

How hard is it to turn low-density fabs into high-density fabs?

Any other big capacity coming online besides the Toshiba deal in Virgina and Tower?

How much capacity is the Toshiba/Virgina deal and Tower deal? And when does it come online?

Thanks!