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Technology Stocks : WDC/Sandisk Corporation

WDC 157.84

+0.5%

3:59 PM EST

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To: Rich Miani who wrote (11089)	5/16/2000 3:28:00 PM
From: Ausdauer	Read Replies (1) of 60323

Shareholders' Meeting: Sony and Lexar Media Sony Eli stated that he wanted to be on friendly terms with Sony. As he mentioned in a prior interview posted here several weeks ago, SanDisk is essentially working on the challenges it has set forth for itself. It doesn't view competitors as the main competition (not sure how else I can word that) primarily because flash is in such short supply. SanDisk has its work cut out for itself in gearing up its own production. Sony helps the cause of flash memory by incorporating a flash memory solution in their product line with their flagship product, Memory Stick. In doing this Sony pays a licensing fee on the flash wafer indirectly to SanDisk. I do not believe there are any card level patents. At some point in the future it is plausible that Sony may wish to purchase wafer from the FlashVision JV. I think this will depend on the success of Sony's product launches. Also, Sony is not stupid. They must realize that the synergy of the SanDisk/Toshiba JV will create the lowest cost, highest technology products on the market. SanDisk and Sony need to stay on friendly terms. Eli has made this clear in his statements and his actions. In the Fall of 1998 I also recall Eli stating, "We'd be happy to wrap our flash chips in (purple) plastic for Sony." Lexar Media We did not ask any questions about Lexar Media. This is litigation in progress. It seemed inappropriate to ask questions about ongoing legal proceedings. Some would also consider it ill-advised or inappropriate for management to speculate on the outcome of a lawsuit. We did everyone a favor by "not going there". Ausdauer

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