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

To: Andre Williamson who wrote (17705)	12/29/2000 10:38:38 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"Correct me if I'm mistaken, but Eli has repeatedly said that the market for high density flash will be capacity constrained for a long time. Today's production was sold out probably 2-3 quarters ago, and no announcements have been made suggesting anything has changed. One report that was published a few months back talked about high density flash capacity constraints through at least 2004." I don't remember specific comments about the length of time that capacity was expected to be constrained, but the fact that they were booked out multiple quarters in advance suggested the capacity was the limiting factor for the foreseeable future. I am not sure if double-ordering or other tactics that are supposedly relatively common to high demand electronics components could skew this outlook. I believe Eli said he knew Hitachi's management and felt they were cautious & conversative with build-out plans. SanDisk must know something about Toshiba's plans given the planned JV. I don't know what Samsung is capable of doing or how they factor in here. Ausdauer