WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 186.42

-0.7%

3:00 PM EST

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To: Phaedrus who wrote (765)	9/18/1997 3:13:00 PM
From: OrionX	of 60323

"I beleive INTC and SNDK already have cross licensed each other for this technology. INTC's announcement is old news and does nothing to solve the format problems the current generation of produsts has. Interestingly, SNDK came out with multicell products about a year ago. SNDK's products are already shipping and INTC hasn't even released the specs as far as I know. Funny that when SNDK released their products the press didn't make a big deal out of it..." Good remarks Phaedrus! Isn't it always the case that when a BIG company talks, even with BS or rehash of old stuff, the market listens. I firmly believe Sandisk has built a very strong and dedicated infrastucture of licensees, for both the digital camera and many high technology sectors (military, medical, manufacturing to name a few) who are not about to change their designs just to accomodate the BIG company if their prices are good enough already from Sandisk and the technology is there as well. And yes Sandisk is not standing still. They are moving ahead with higher density technologies. Sandisk still has much more growth, IMHO. Regards, Mauro.

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