WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

Nov 17 3:59 PM EST

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To: Pam who wrote (26406)	7/23/2004 7:55:15 AM
From: Ausdauer	Read Replies (1) of 60323

Pam, LEXR may be attractive to Samsung... ...if Samsung wishes to pursue a product line parallel to SanDisk and pay for SD-based patents. Recall that many of the cellphone formats are based on the basic guts of the SD controller, not other formats. The exception, of course, is MMC. Samsung may do better by pursuing embedded flash since they already produce a line of cellphones. Lexar's controller technology has been superceded by SanDisk as the newer flash chips apparently facilitate read and write functions. SanDisk may become the preferred brand of professionals. If you look in many of the Nikon digital SLR reviews you will see that SanDisk is eroding Lexar's position in that market with the Ultra II and Extreme lines. What does that leave Lexar with? At this stage they can only compete on price. SanDisk has taken the performance lead away. Beyond the professional digital camera market the only thing that really matters is price and market reach. LEXR has rough water ahead. Aus

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