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

To: Art Bechhoefer who wrote (16586)	11/14/2000 9:57:50 PM
From: docpaul	Read Replies (1) \| Respond to of 60323

Art, Thanks for your comments on the SSB "Semiconductor Beat" note this week. What I've never understood is this wide notion of how the spot memory pricing reflects the health of the flash market as a whole. If you truly know the "naked flash" market, you know that over 90% of it is sales that's directly focused towards OEMs and the remaining < 10% is open market sales. Looking at spot prices tells us nothing about OEM deals, primarily b/c these spot prices are inflated way beyond the volume OEM deals made.. So, personally I hold these speculations for what they are, guesses. :) All the best, docpaul