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

To: Andre Williamson who wrote (21336)	12/18/2001 1:18:22 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Andre, I love the 2:00 am press release... ...about the c.c. That is so unusual. Is it possible you learned of the impending changes before SanDisk did? That is really upsetting that SanDisk is just a pawn in these negotiations. SanDisk may benefit long-term by scuttling the Dominion plant and the attendant fixed costs, but this strategy was never vocalized by Eli until the recent developments occured. In the meantime they shut down their operations at UMC and now everything is shifting back to Japan. This must be directed by Toshiba and SanDisk is forced to play along. My apologies to Craig who apparently has credible inside sources and posted many weeks ago about this. The consolidation appears to be a cost-cutting measure though, and does not appear to be an indicator that Toshiba is leaving SanDisk out in the cold. I think the opposite is true. This cost-containing measure may explain the recent stock price appreciation for SNDK. Aus