WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cooters who wrote (20146)	4/19/2001 5:08:38 PM
From: Art Bechhoefer	Read Replies (2) of 60323

Cooters, this Lexar-Samsung deal is very significant and may result in royalties being paid to SanDisk. The reason is that Samsung, back around 1997, tried to sell flash memory units in the U.S., but SanDisk filed a complaint with the Department of Commerce because of alleged patent infringement. The Dept. of Commerce investigated and then banned the import of any flash memory units made by Samsung, where no licensing or royalty agreement with SanDisk had been signed. Samsung then agreed to a licensing and royalty agreement with SanDisk. Even if Samsung uses Lexar's controller technology, I think anything that comes on the market will require royalty payments to SanDisk, as I don't believe either Lexar or Samsung have found a way around the '987 patent. I don't doubt that Samsung could be a formidable competitor in terms of low production costs, but the product most likely will be subject to royalties to SNDK. Art

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next