WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: The Prophet who wrote (8989)	1/30/2000 5:16:00 PM
From: Derek C.	Read Replies (2) of 60323

Prophet, I believe Eli explained benefits of SD and its higher margin in the long run previously. 1. Less margin for a manufacturing integrator such as Smart Modular, Kingmax etc. CF is designed with several components including Flash memory, controller, PCB and other discrete parts. SD is a much more integrated unit. 2. Less value for controller manufacturer such as Lexar( SD integrates Flash memory and controller into one silicon chip). 3. SD needs a license for other manufacturers to join. Eli made it very clear that there is no royalty for Host vendors but there will be additional charges for future SD manufacturers. 4. SD is even different from CF and MMC that is not ONLY a storage device. It is an intelligent media. They have worked on many years with Toshiba in developing this value added to their flash controller. This will make increase the barriers to entry into this market. Cheers, Derek

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