Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Craig Freeman who wrote (3429)	7/1/1998 5:44:00 PM
From: kash johal	Respond to of 60323

Craig, When the fab. decision was made everybody was doing it, due to severe fab. shortages. Including ALSC, ALTR, LSCC, SIII,XILINX and many more. Now everybody is regretting it. It was the right decision but know everyone is screwed. It is much better to be lucky than smart, and the fab. timing was awfull. I agree with you regarding Lexar. They should settle and make it a win/win deal for everyone. They should focus on new great products and build a killer patent portfolio. Just look at RMBS and it's valuation (which is a bit too high IMHO), but still SNDK can have a great valuation, low expenses, and no worries regarding sales/mfg./fabs/work in process etc. Regards, Kash