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Technology Stocks : WDC/Sandisk Corporation
WDC 158.02+5.2%Nov 3 9:30 AM EST

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To: Jim Greif who wrote (18095)1/10/2001 7:12:19 AM
From: Ausdauer   of 60323
 
Total Vertical Integration = Low Cost Producer

brand identity
extensive retail presence 20,000 stores
extensive e-tail presence Ingram Micro, Tech Data, Amazon,...
OEM relationships design-in wins
well-developed distribution channels
form factor inventor card level licenses ('987, etc...)
Lexar, SST, TDK
Viking?, Kingston? Simple Technology?
card assembly/packaging innovations
ECM assembly & testing outsource savings
FlashVision JV in-house fabrication, mass production, sales?
fabless manufacture rapid design modification, UMC investment
leading edge design ultra-high density NAND or NOR
R&D
core flash patents core patent licensure
(incl. single and MLC) (Toshiba, Hitachi, Samsung...)
_________________________________________________________________________

Aus
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