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

To: Steve Lee who wrote (18161)	1/11/2001 6:10:59 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

How does SanDisk make 8MB or 16MB CompactFlash cards? If they make a 32MB card and it has errors, should they throw it away or down bin it to a 16MB card? I don't know if that is what they do but it seems sensible. Steve, that would seem to be a terribly wasteful process. Additionally, I assume chips are tested and passed before card assembly is completed. If an assembled card has errors I suppose it could drop down to the next capacity level, but doubt this would yield a significant number of cards. Is it conceivable that SNDK could actually buy low or intermediate density NOR from other manufacturers in order to make an 8 or 16 MB card rather than doing a chop-chop or whatever process they do now? As you know Lexar is trying to get out of the OEM market for CF due to low margins. I suspect SanDisk is grappling with this same problem. If there is an overproduction of 64Mbit flash and prices fall significantly this would seem to be a reasonable option assuming the source is as reliable as SanDisk's current fabless production lines. Aus