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


To: Rex Dwyer who wrote (4185)1/8/1999 1:02:00 PM
From: Rex Dwyer  Respond to of 60323
 
If DRAMs are tapped out, this bodes very well for price firmness for our beloved Flash prices.

My thinking is that since excess DRAM fabs were being used to build flash, this trend will help dry up capacity for Flash and keep prices up.

This will improve SNDK's gross margin. Earnings have a chance to skyrocket.

Rex
$14 3/8