WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.95

+7.3%

Dec 10 3:59 PM EST

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To: TREND1 who wrote (16462)	11/5/2000 11:44:21 AM
From: Ausdauer	Read Replies (1) of 60323

As the flash market gets bigger, INTC may use it's Big $$$ to push into the market that SNDK now has. Larry, no doubt that INTC is a potential threat to any competitor in any field, but SanDisk is incredibly focused and spends a tidy sum on R&D. Also, look at the partners that SanDisk has chosen (or that have chosen SanDisk). Clearly Toshiba and Hitachi are very interested in SanDisk's technology, so I see the battle as more like Intel vs. FlashVision with a sprinkle of Hitachi. The recent Intel MLC news is a positive for us because it expands the horizon of flash memory. Aus

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