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Technology Stocks : WDC/Sandisk Corporation
WDC 221.51-0.3%Jan 16 9:30 AM EST
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To: Dave Swanson who wrote (6294)7/8/1999 8:43:00 AM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Dave, the term "commodity provider" generally means a firm that makes a product that is virtually indistinguishable from that produced by competitors. For example, several firms make apple juice. There is virtually no difference between products labled as apple juice. The profits from apple juice go to the low cost producer. The same is true for other commodities, such as paper, or even your typical PC, assembled from components that do more or less the same job. SanDisk products are distinguishable from those of competitors because they are proprietary. To the extent that a competitor makes something very much like what SanDisk makes, SanDisk gets a royalty. By definition then, SanDisk CANNOT be considered a "commodity provider" until its patents expire or become worthless because of advances in technology elsewhere.
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