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

To: Rex Dwyer who wrote (1089)	10/24/1997 1:42:00 AM
From: Mike Winn	Read Replies (1) \| Respond to of 60323

>>>Another note, the report did say that INTC would maintain it's planned $4.5B in fab spending. This brings up a bunch of questions. What is the current capacity of Sandisk's fab? I couldn't find any info on the web site. How much does it cost to build a fab to make flash? I know Sandisk contracts out to Matsushita to build flash. Do they have their own fab? Assuming Sandisk can sell 3M shares on the secondary at $30/share, that's 90M. Then add 50M cash they currently have, that's 140M. Is it enough to build a fab making 0.35 micron chips? Anyone knows? P.S. Rex, I like the list of stocks you picked.