WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Allegoria who wrote (12745)	7/10/2000 9:33:18 AM
From: Ausdauer	Read Replies (2) of 60323

Eric, Three questions... 1) Does SSTI manufacture its own variety of high density flash through a fab parter. 2) Is SuperFlash suitable for MLC? 3) Is Nakhimovsky a double agent for SanDisk? [see my post yesterday in response to Wily's link] I appreciate your zeal in keeping current with SSTI. One thing that I find peculiar is that both SNDK and SSTI are in the Sunnyvale area, yet SNDK makes a technology investment in Tower Semi and Saifun. I am not about to second guess the judgement of Eli Harari or his engineering staff. I think that the SSTI SuperFlash technology has some favorable attributes based on the partners the SSTI has accumulated. Either MicroFlash is competitive to SuperFlash or Eli Harari and Bin Yeh don't see eye-to-eye. Perhaps the prior SSTI industry partners (read: IBM, read: microdrive, read: CompactFlash competitor) scared Eli away. Finally, I am hoping to understand better the nature of the licensing agreements Bin Yeh has brokered. Where is the royalty stream from these agreements or was SSTI technology bartered away for fab capacity? Ausdauer (The guy with more than just a passing interest in SSTI)

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