WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Art Bechhoefer who wrote (27113)	12/8/2004 11:20:37 AM
From: broozer	Read Replies (1) of 60323

I did see that capex announcement by Samsung and also saw that Samsung predicted at least a 40% drop in ASPs in 05. If it was only a 40% drop in 05 that would actually not be too bad for the flash industry. My concern is that it becomes much worse. Your points on Samsung are good and I agree with you about their strategy to gain share and then raise prices. Samsung has really developed into a very large scale mfg of all kinds of semiconductors. They also appear to be developing a very nice consumer electronics brand. Question about the SNDK IP portfolio. Do you know what SNDK technology Samsung uses? Probably MLC. The thing about SNDK's patents, although very valuable, is that they all expire eventually. I have no idea when and they don't disclose. But SNDK's IP portfolio has been invaluable in maintaining margins and profitability. Best, Broozer

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