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Technology Stocks : WDC/Sandisk Corporation
WDC 139.09-0.8%Nov 21 9:30 AM EST
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To: Art Bechhoefer who wrote (20150)4/19/2001 7:29:01 PM
From: Ausdauer   of 60323
 
Art,

Correction

The Samsung license from Lexar appears to be related to SmartMedia and
other unannounced flash products. I am not certain what these may be,
but if CompactFlash were one of them one would assume it would be
made public. The status of MMC also seems up in the air. Who will
be able to make it? Who will need licenses to manufacture it? How
vicious with the price wars be at retail? Is another replay of
the CompactFlash dilemma to be anticipated?

Aus
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