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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (25108)	5/21/2000 12:28:00 PM
From: Ausdauer	Read Replies (1) of 54805

Voop, This is the best link I could find to answer your questions, which are quite valid. Message 13710011 SSTI As a purist, I look not only at licensing agreements, but the fruits of these agreements. SSTI uses licensing agreements primarily to secure fab capacity. Royalties in the form of cash are quite small. Also, SSTI competes in the embedded, low density flash market and is not a direct competitor of SanDisk. I believe they buy high density flash on the spot market in order to complete their product line up. In fact, SSTI is the first flash competitor to license the "card assembly patents" that SanDisk owns. They pay SanDisk a royalty for every CompactFlash card they sell. FLSH My understanding is that FLSH has expertise in file management and controller technology. They do not have their own flash manufacturing capability and buy NAND flash chips from Toshiba for their DOC product. I suspect they will eventually be a SanDisk/Toshiba "FlashVision" JV customer. It would appear that all roads lead to SanDisk. I am happy to answer other questions or provide links. We have discussed this at great length on the SNDK board. Ausdauer

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