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

To: Steve 667 who wrote (25366)	3/16/2004 10:07:20 AM
From: Pam	Read Replies (3) \| Respond to of 60323

Steve, if you have seen the Eli presentn on SNDK analyst day, there was a picture of their manufacturing facilities in Japan. Fab 1 and Fab 2 are already up and running, the new one will be bigger and better than the other two and will be Fab 3. I do not know if Sandisk has a share in both Fab 1 and Fab 2 or just Fab2. Wonder why Sandisk is not on that FCall list? Is the market saying that it is better to be fabless when there is enough capacity to feed the demand frenzy? SNDK needs to get above 30 and soon for their chart to look a little better. -Pam