WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 158.02

+5.2%

9:30 AM EST

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To: Tae Spam Kim who wrote (14282)	8/25/2000 9:18:44 AM
From: Art Bechhoefer	Read Replies (1) of 60323

Tae Kim, here are a couple of points you may wish to consider for your evaluation of SNDK: 1. SNDK is the largest supplier of REMOVABLE, HIGH DENSITY flash memory (but is now also moving into embedded memory through its association with Tower Semiconductor). The words in caps are critical to an understanding of the market for the type of flash memory SNDK makes. 2. Although SNDK has until recently been "fab-less," its partial ownership of facilities in Taiwan, through its initial investment in UMC, gives SNDK some priority in terms of allocation of production to meet SNDK needs. This is a better situation than being simply at the mercy of the fabricator. 3. In regard to competition, the Sony MemoryStick (as indicated in an earlier conference call with Harari) probably uses SNDK patents and will become another source of royalty payments. Any evaluation of SNDK is not complete without discussion of the patent infringement suit against Lexar, which among other things, supplies components to Sony for the MemoryStick. It is very likely that SanDisk will prevail in this lawsuit and will end up receiving considerably more royalty payments than at present. Art

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