WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

3:59 PM EST

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To: techreports who wrote (14302)	8/26/2000 8:43:03 AM
From: Ausdauer	Read Replies (2) of 60323

Hmm...i don't know if i believe this. How could Intel not compete? If Sandisk is such a tough competitor, how come they only have 28% market share? The Intel Compact Card garnered only 2 design-in wins that I am aware of. One was an HP low-end digicam and the other was a handheld digital dictation unit. SanDisk has only 28% market share because it created an open standard for CompactFlash and MMC and SDMC. They never assumed they would be capable of supplying the entire market (or even wanted to). Also, OEM's wanted guarantees of second sourcing to keep pricing competitive. They also will hopefully escape the legal battles that Microsoft has had of late because of this open, yet proprietary architecture of their products. Not gorilla like? NTAP has over 60% share. Cree has over 90% share of SiC. QCOM owns CDMA, ect..ect... <see above> Ausdauer

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