WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.42

+6.8%

Jan 9 3:59 PM EST

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To: Dave who wrote (24317)	12/17/2003 8:29:53 AM
From: Art Bechhoefer	Read Replies (1) of 60323

Dave, the best answer to your concern over Hynix and STM entering the market is to look at the experiences of QUALCOMM and its chip competitors. QUALCOMM has licensed its chip designs for CDMA wireless handsets to several manufacturers, but somehow none of them have made a dent into QUALCOMM's more than 90 percent market share. OK, QCOM is more proprietary than SNDK flash memory, but there still is a combination of IP and manufacturing know how in SanDisk's equation. A great deal of SNDK design work has gone into the improvement of the manufacturing process and the reliability of the product. Not all of this is patented. A lot of it depends on good manufacturing practice, a feat not easy to emulate by others not as experienced in the technology. Apparently there are enough investors/tradors who are willing to speculate on the downside. But I doubt that they have anything solid on which to speculate, other than the direction the rest of the sheep are heading. Art

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