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 166.10

-2.3%

Nov 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pam who wrote (26190)	6/23/2004 3:57:25 PM
From: slacker711	Read Replies (1) of 60323

Unfortunately, I dont think that Sandisk's MLC advantage is going to last very long....at least if I understood Samsung's CC correctly. Message 20034971 - They are producing 1 gigabit chips at a 9:1 ratio to 2 gigabit chips. They expect this ratio to shift to 2:1 favoring the 2 gigabit chips by the end of the year. This will be a result of die shrink (and not MLC). They are focusing on high density chips for MLC....should have a 8 gigabit MLC chip by the end of the year. OTOH, I believe that Eli recently stated that royalties would be higher if the competition was using MLC. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next