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


To: Ausdauer who wrote (15583)10/13/2000 9:57:00 PM
From: Craig Freeman  Read Replies (1) | Respond to of 60323
 
Ausdauer, re: "It's the controller, stupid."

Excuse me but ... What the F**K did you have in mind when you wrote that!?!

SSTI doesn't need to license SNDK's "controller" to stay booked for the next four quarters. And, TSM is backbooked a year and it can change what it makes/sells within "minutes" .. even as it may need to to meet SNDK's future needs. TSM is DELIVERING 0.13u chips today while SNDK/Toshiba consider their futures.

Not to mention that I still own a whole lot of SNDK shares. Your post was ... er ... uh ... misdirected.

Craig