WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 222.80

+0.6%

1:55 PM EST

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To: Dave who wrote (24317)	12/17/2003 9:22:24 AM
From: Ausdauer	Read Replies (1) of 60323

Dave, I share the same opinion as Limtex on this matter. It took SNDK several years to migrate from 64 & 128 megabit to the current 2 gigabit flash density and Eli was cautious about yield issues and technological concerns at each level of process technology. For a newcomer to start a NAND fab and state they are going to lead off with an extremely high density product on their first attempt at mass production seems quite bold. I don't think this is at all like baking a chocolate chip cookie as you mention. Also, I hope competitors are willing to absorb the initial start up losses and the potential outcome that their initial flash chips are not cost-competitive with Samsung and FlashVisions products. There is also signficant potential for SNDK to exercise its patent portfolio. SNDK has been extremely successful in negotiating such agreements and even Samsung had to cave in despite its initial reluctance to renew the cross-licensing arrangement. Aus

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