WDC/Sandisk Corporation Message Board

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

WDC 187.78

-6.1%

Jan 8 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Binx Bolling who wrote (15831)	10/22/2000 11:29:29 AM
From: Art Bechhoefer	of 60323

Binx, a good point, and one which probably has contributed to the confusion and lack of understanding of what SNDK really does and who its competitors are. A filing with the SEC is typically done by lawyers, who delight in making statements that include all possibilities, even if, in terms of how the marketplace sees the competitors, the end user markets are different. There is also confusion over the fact that Intel and SanDisk have cross licensed each other for some critical technology, such as double density. The fact that Intel uses that technology for a different market than SanDisk still may mean they are competitors in the legal sense, since they POTENTIALLY could use the same technology for similar markets. So I blame it all on the lawyers, and like Shakespeare approve of his solution. Art

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next