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

To: Road Walker who wrote (20040)	4/11/2001 1:33:54 AM
From: wily	Respond to of 60323

John, Do you know if current SanDisk product is made on a .25 or .18 process? Also in Dominion when are they going from .18 to point .13 process? I haven't listened to any of the Sandisk conference calls, so anything I say is a guess. Toshiba was chosen as a partner because of their advanced process technology, so I would think that the Dominion conversion to .13um would be at the forefront of the industry -- probably parallel to folks like AMD and Intel and some of the Asian manufacturers. The Taiwanese foundries, like UMC and TSMC are supposed to be spending heavily on equipment to convert to 300mm wafers, so their processes are probably leading edge too. Here's a recent article on the economics of the industry shift to 300mm wafers -- another force leading to industry consolidation. e-insite.net Just for a reference point, here's a couple of slides from the Intel Executive Webcast at the time of their most recent annual earnings report. They show their litho roadmap out to 2005. Note that this roadmap is for their cpu's -- their Flash lines convert about a year after their cpu lines, according to their "copy exactly" program. frontiernet.net wily