WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: puborectalis who wrote (15289)	10/3/2000 10:01:49 AM
From: Ausdauer	Read Replies (1) of 60323

John and Art, It seems like it will come down to a balance between manufacturing capacity and employment of the intellectual properties. Message 14500627 Message 14500603 Right now SanDisk is straddling the ends of the spectrum. It is neither an IP pure-play nor a manufacturing powerhouse. I am ok with that. Art, you stated... What I see now, however, is some of the intellectual property of SanDisk being sacrificed to meet the huge current demand. Since nobody outside either company knows the details of the recent renewal of the licensing agreement with Hitachi there is no way to substantiate or refute your assertions. Your points are well taken. Aus

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