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

To: Andre Williamson who wrote (22160)7/17/2002 4:44:23 PM
From: Ausdauer  Respond to of 60323
 
Andre,

The quarterly results exceeded even my best expectations.

Did Eli say "supply constrained" or something of that nature?

Kind of reminiscent of the 1999 SanDisk we used to know and love.

Aus



To: Andre Williamson who wrote (22160)7/18/2002 7:25:37 AM
From: Ausdauer  Respond to of 60323
 
MLC was utilized in only about 5% of product in Q1.

Eli stated that its incorporation in Q2 was "relatively small", but declined to
comment further on its deployment due to the fact that it places SNDK at a
"competitive advantage" to other card producers. By the end of Q4 SanDisk
expects product mixes to be "50-50" with half MLC and half binary flash chips.

Aus


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