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

To: Art Bechhoefer who wrote (24465)	1/5/2004 1:17:08 AM
From: Steve 667	Respond to of 60323

Art, Sorry, my mistake. I meant to say UMC not TSM. Again, I am interested in market share of the sellers of the final product (Flash Memory CARDS), not the chip sellers. You should be too. Steve

To: Art Bechhoefer who wrote (24465)	1/5/2004 12:26:33 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Art, Speaking of TSEM, anyone notice that they are now over 9/share? SNDK may even be not too far from breakeven on their investment in them at this point. As far as cards and flash is concerned--a few years ago, Dr. H gave analysts a little talk on suppliers and characteristics of each in one of SNDK's CCs. I don't recall exactly when. I think Bing Yeh gave a similar talk in one of SSTI's CCs at around the same time. If anyone recalls those, please post links to the summaries. They addressed issues like differentiating flash from DRAM (the former isn't as interchangeable as the latter), the limited number of actual card suppliers, especially high end cards, and patent protections. I can't say I recall exact details offhand. If Eli is reading this, I hope he gives the same talk again in the upcoming CC, seems like a lot of us could use a refresher course. I certainly could.