Replies to post #331334 on Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

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.