WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Rich Miani who wrote (11089)	5/16/2000 5:55:00 PM
From: Ausdauer	of 60323

Trying to understand the importance of card level patents. Sony does not pay card level patents to SanDisk. They likely pay a small royalty to SanDisk via their flash chip provider. This could be Hitachi, Toshiba or Samsung. Eli stated that SanDisk's and Toshiba's products derived from FlashVision LLC will probably not compete on the open market because Toshiba is a component company and SanDisk is a card company. This is why you can't walk in to BestBuy and purchase a Toshiba CompactFlash card today (or a Hitachi or Samsung card for that matter). I still strongly believe that SanDisk's greatest growth potential and hidden gold mine is the card level patents. For a long-winded discussion of the status of this situation (with a lot of connecting of dots) please see this prior post... Message 13517245 The last link on this post is a summary of my position. All IMHO. Draw your own conclusions. Ausdauer

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