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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (16862)	1/31/2000 4:50:00 PM
From: John Stichnoth	Read Replies (1) of 54805

SNDK--Re "open standard"--The technique of reading and writing to flash is open and non-proprietary. There are other issues, however: the interface between the flash and the device, the way data written to the flash is arranged and retrieved, the way reliability of the data is assured. These other issues are not necessarily non-proprietary, and these are the topics covered by SNDK's patents. I'm not sure we're that far apart on this. I am certainly not saying that anything SNDK has patented is crucial to its position or creates a Q/CDMA-strength barrier. But, there is a difference in quality of position between a company where any barriers are money barriers only (GBLX?, EXDS?) and where some IP barriers exist (JDSU?, SNDK?). At least in the latter cases, the barriers provide some limit to the list of potential competition. (btw--I'm not trying to compare JDSU and SNDK. Apples and Oranges.) Best, John

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