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

To: charlyfi who wrote (21342)	12/18/2001 10:29:12 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Charles, I guess IFX (Infineon) is the odd man out in this deal. I mean, had Toshiba consolidated with Infineon, what would have happened to SanDisk? Would Toshiba have let SanDisk whither on the vine as Dominion plodded along while they shored up a closer relationship with IFX? I find that hard to believe. Has anyone else listened to the c.c.??? I didn't think Eli's tone was upbeat at all, but maybe he was tired given the time of day. I mean, if it came down to either a Toshiba/IFX deal with SNDK left out in the cold or a Toshiba/SNDK/MU deal where SanDisk is taken under their wing he must have bitten his nails down to nothing!!! I just didn't get any sense of relief or elation in Eli's voice. Aus

To: charlyfi who wrote (21342)	12/19/2001 2:24:37 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Apparently Micron wants to continue to be a major commodity producer of DRAM or SRAM chips. Given the competition from Korea and other low labor cost areas, one has to assume that Micron got this new plant at a huge discount from cost. How does this affect SanDisk? At the very least, it means that SanDisk has just lost an asset, meaning that its balance sheet won't look as good, and a one-time cost will once again have to be recorded against earnings. Art