WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 174.21

+6.9%

Nov 10 3:59 PM EST

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To: Ausdauer who wrote (12175)	6/22/2000 10:53:00 PM
From: David W. Tucker	Read Replies (1) of 60323

The settlement between Hitachi and Rambus is another example of a case where a pile of VALID pioneering technology can drive a company's future. In this particular case, Rambus is expected to have licensing agreements covering 40% of the market share of DDR SDRAMs by the end of 2002. Now that Toshiba and Hitachi have caved in, since there's no prior art to nullify the Rambus patents, many other companies will follow in the coming weeks IMO. Like the Sandisk situation, companies have found that the only way to proceed through their development of better SDRAM technology is through the use of Rambus technology. They simply can't get around it. These situations present themselves maybe once every 2-3 years. Keep a look out. RMBS should be back up to $300 in a matter of weeks or months. Hitachi is making a big impact on afterhours trading because they are one of the top 10 largest companies in the world and one of the largest semiconductor producers. Aus- I'll check out your IP stuff over the weekend. I'm amazed at how much information you have gathered on Sandisk and the marketplace they are in. Do you have a day job? dave

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