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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (26224)	6/12/2000 8:40:00 PM
From: Art Bechhoefer	Read Replies (1) of 54805

Mike, in regard to the SNDK patents, the earlier ones have been tested at least by the Department of Commerce, which banned imports of flash chips by Samsung unless Samsung made a licensing agreement with SNDK. That action took place about three years ago and really sent a message to companies involved in flash memory that SNDK had some genuine IPR. The only company that didn't listen too closely was Lexar, which is headed by a former SNDK employee. It's true that until the new plant in Manassas, VA starts up (the joint venture with Toshiba), SNDK might be considered a fab-less company specializing in design, not manufacturing. However, it is also true that SNDK had purchased about 49 percent ownership in a Taiwan plant that subsequently was bought by Taiwan Semiconductor. SNDK exchanged its shares in the old company for shares in Taiwan Semi. While SNDK may not have an active role in running the company, they do have a claim on its output, as owners and customers. Just a few thoughts. I'm new to this board; came here on the suggestion of Apollo and am interested in sharing ideas about some of these companies. Art

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