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

To: Ausdauer who wrote (18070)	1/9/2001 2:40:22 PM
From: Road Walker	Respond to of 60323

Aus, I agree that 4th quarter is very unlikely to be a problem. The questions for the CC will all be demand/capacity going forward, the curse, bane, plague, and scourge for any semiconductor company. You just have to hope that demand is growing faster than capacity. IP royalties will help SanDisk earnings, even if there is extra capacity. Art mentioned the Intel business model earlier, and one of the keys to that strategy is to be the low cost producer. I wonder if SanDisk is the lowest cost producer. John