WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Pam who wrote (27775)	3/29/2005 11:47:17 AM
From: Ausdauer	Read Replies (1) of 60323

Pam, at this point I think it would be unlikely for SNDK to refuse licensing to a competitor... ...as Toshiba and Samsung already have access to SanDisk's IP. I am not sure what the purpose of not licensing would be, as I doubt that it would be a major obstacle for someone who was hellbent on producing flash. Micron may be a good example. They may chose to just manufacture flash and say that they have a license from another flash company and then force SanDisk to launch a major legal battle to prove that their IP has been violated. It would be easier and more profitable to simply amicably license to Micron. Aus

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