WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 3:59 PM EST

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To: wily who wrote (12697)	7/9/2000 12:15:07 AM
From: Craig Freeman	Read Replies (3) of 60323

Wily, check out how SNDK's investment in Tower Semi might affect SSTI and you might see why SSTI is trending downwards. SSTI's "lock" is due to its patents which permit low-demsity flash to be made at lower cost due to fewer mask layers. But their patent is meaningless if someone produces flash at a significantly smaller line width. re: Tower ...Toshiba has contributed its extensive IP and SNDK is in for $75M. When t's over, $1.5B will be invested by all concerned. Tower will make controllers but not pure memory. In the meantime, Toshiba/SNDK and others will produce smaller memory chips with more capacity. Both SNDK's fabs and Toshiba will be able to melt down SSTI's lead. As time passes. this could put SSTI between an "old place" and "nowhere". IMHO ... Craig

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