WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 152.20

-3.7%

Nov 4 3:59 PM EST

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To: Craig Freeman who wrote (10338)	4/14/2000 12:15:00 AM
From: Ausdauer	Read Replies (3) of 60323

"Royalties paid by competitors on 'naked' flash chips subsequently sold to competitors..." ...represent only one source of income for SanDisk. I am posting this older link just to show you that current royalty streams do not appear to include CF assembly patents and to reinforce that the Lexar Media proceedings represent the test case in this regard. U.S. patent ruling bars Samsung's NAND flash eoenabled.com The two patents describe ways to speed performance by programming flash cells in parallel and to erase multiple data blocks by issuing only one command. The ruling should not crimp the supply of flash parts, since NAND-based flash accounts for only a tiny portion of the market. Last year, flash made up only about 1 percent of Samsung's sales, Donohoe said. Still, the ruling could hamper Samsung's efforts to promote NAND as the architecture of choice for data-storage applications. Samsung and Toshiba Corp. say NAND's small cell sizes allow higher densities. But rivals such as Intel Corp. and SanDisk are preparing to capture an early lead this year with forthcoming 64-Mbit multilevel-cell NOR devices, which store two bits of data per cell rather than one. Ausdauer

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