WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.34

-4.3%

1:09 PM EST

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To: Win-Lose-Draw who wrote (17098)	12/11/2000 2:33:14 PM
From: Jason W	Read Replies (1) of 60323

W-L-D, but you can bet your bottom dollar capacity won't stay constrained if there is any margin in this business. If CF becomes the "de facto" medium for removable storage, AND SNDK owns the IP to CF, they will collect royalties from ALL the players in the arena. SNDK would also be able to control the amount of companies licensed to sell CF, there by controlling supply and price, while collecting a royalty along the way. What is your position on SNDK, and how do you see them performing in the future? Jason

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