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Post# of 704047
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jdaasoc

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jdaasoc

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Re: ajtj99 post# 331334

Tuesday, 12/07/2004 1:28:04 PM

Tuesday, December 07, 2004 1:28:04 PM

Post# of 704047
Toshiba and SNDK are joint partners in a very costly, $2B ish, fab. I think is is odd that joint partners would butt heads intentionally over serving reatil market. I think SNDK is staying clear of high volume, no margin, low capacity flash cards.

Getting close to dip buying time.

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