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

To: Zeev Hed who wrote (21036)	10/24/2001 1:57:26 AM
From: docpaul	Read Replies (1) \| Respond to of 60323

For what little it's worth, Some of you might know me as one of SSTI's big "fans", and I thought I'd just write here in agreement of Zeev's opinion. You have to look at SST and Sandisk as two different ends of the semiconductor spectrum. Those that are fabless, like SST tend to come off looking better in the downturns because of their relative freedom of operating expenses.. but when the feast gets placed at the table during the next upturn, they'll most likely once again become constrained to the extent that they can obtain capacity at the TSMC's of the world. As much as I share in many of the frustrations in poor royalty revenue followup by Sandisk, when the inevitable cycle turns upward once again, the capacity of advanced high density flash that the company is working towards will be profitable for the company. Especially in a capacity constrained environment. Upturns undoubtedly turn the scales in the favor of the fab owner. All the best, docpaul

To: Zeev Hed who wrote (21036)	10/27/2001 4:26:01 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 60323

Zeev, SNDK's "book value" is hard to determine. SNDK invested a gazillion bucks in a Toshiba plant but Toshiba seems more interested in dumping that plant than in making semis for sale. Real world: CF flash is selling for a tad over half of what SNDK predicted for this date on a dollatr/MB basis. There are many competitors. The market for CF is relatively small and currently saturated. On the good side, inventory is less of an issue today. On the bad side, people have decided to stay at home and buy nothing rather than to risk opening a package containing a new digicam and being sprayed with Anthax particles. If BestBuy had a zillion square feet dedicated to SNDK, I would buy more shares. Fact is, Bestbuy doesn't have but a small number of digicams in stock and they spend most of their time trying to sell CDs (blank and recorded). Craig