More on Eli saying it is Unbelievable:
Eli, The confusion sure is believable! Your Annual Report adds to the confusion:
"We have entered into patent cross-license agreements with several of our
leading competitors including ...Intel"
" Our primary competitors include:
o storage flash chip producers, such as Hitachi, Samsung and Toshiba;
o socket flash, linear flash and component manufacturers, such as Advanced
Micro Devices, Atmel, Intel, Macronix, Micron Technology, Mitsubishi,
Sharp Electronics and ST Microelectronics; and
o module or card assemblers, such as Lexar Media, M-Systems, Pretec,
Simple Technology, Sony Corporation, Kingston Technology, Panasonic,
Silicon Storage Technology, TDK Corporation, Matsushita Battery, Delkin
Devices, Inc., Silicon Tek and Viking Components, who combine
controllers and flash memory chips developed by others into flash
storage cards."
"Competing products have been introduced that promote industry standards that
are different from our CompactFlash and MultiMediaCard products, including
... M-System's Diskonchip for embedded storage applications ."
freeedgar.com
Sam, You wrote:
"If you had listened to the CC, you would have heard Dr. H say that companies like SST, Intel and AMD don't make the kind of flash that competes with Sandisk. There are no overlaps. Go back and read Jay's synopsis of the call, he reproduced a very important statement (repeated in my own small addition to the Thread's collective notes, because it is so important). The "ignorance and misinformation" about the segmentation of the various flash markets that currently exists in the minds of the analysts and the public alike is "unbelieveable", he said." |
