WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.21

+1.5%

10:37 AM EST

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To: Cooters who wrote (14736)	9/11/2000 10:04:57 PM
From: Ausdauer	Read Replies (1) of 60323

Cooters, Interesting stuff in your link... Message 14366077 Hawking SmartMedia is a necessary evil for SanDisk because they continue to be popular in several successful product launches like Olympus' cameras and Diamond's MP3 devices, to name just two. SanDisk wants to be a full-service flash card supplier even if it means selling a competitors product. This is the key though... Toshiba will initially handle manufacturing, and SanDisk will within the year procure the cards from FlashVision LLC, a joint manufacturing venture founded in the U.S. state of Virginia by SanDisk and Toshiba. I thought this arrangement would lead to advantageous pricing of SmartMedia for SanDisk. If the Lexar suit has any teeth (and they do decide to get serious and pursue Toshiba), I suspect that SanDisk could elect to shift flash chip production to MMC, SDMC or even CF and avoid SmartMedia manufacture altoghether. In this way they could side-step any legal entanglement. It is my understanding that once FlashVision is up and running NAND with MLC will be used in all items that comprise the SanDisk product family. Thus there is some built in flexibility. Just guessing. Aus

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