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

To: Pam who wrote (25367)	3/16/2004 10:46:03 AM
From: pompsander	Read Replies (8) \| Respond to of 60323

Has anyone on the thread seen a useful SNDK/LEXR comparison of product mix, market share, etc.? Being somewhat new to NAND, I would love to be able to see that.

To: Pam who wrote (25367)	3/16/2004 12:24:18 PM
From: Art Bechhoefer	Respond to of 60323

Pam, Fab 1 was an existing Toshiba facility that was used for production while the equipment was being shipped from the Manassas, Viriginia plant to a new facility (Fab 2), which is currently in operation. If I recall correctly, Toshiba and SanDisk have a joint sharing operation from all their facilities. They share production on a 50-50 basis. The same arrangement goes for Fab 3, once it gets built. Art

To: Pam who wrote (25367)	3/16/2004 5:16:03 PM
From: Ausdauer	Respond to of 60323

Pam, SanDisk was fabless for a while. Had they remained fabless they probably would have not done so well the last year or two. The fact of the matter is that current market conditions favor SNDK's current business model. Future success depends on market demand and Samsung's production capabilities. I am personally less concerned about newer NAND producers. To some extent SNDK has tried to minimize capital investment in fabs since leaving UMC and its NOR facilities several years ago. In that respect the production agreements with Toshiba are somewhat of a hybrid source. Not truly fabless and not truly non-captive. Aus