WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 145.24

-5.7%

12:50 PM EST

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To: Art Bechhoefer who wrote (27796)	3/30/2005 11:20:05 AM
From: Bruno Cipolla	Read Replies (1) of 60323

re: Intel model for expanding microprocessor demand Intel also built complete motherboards with the newest processors/chipsets, the boards were sold to small-medium PC builders that so could leapfrog the big ones with the latest processors to market. So the big players (Compaq, Dell ...) were "forced" to adopt the newer processors quickly in their own motherboards. This way market acceptance of the newer gear was highly accelerated, and Intel's profits maximized and competition kept at bay. Like Sandisk coming first to the market with higher density/performance/functionality (U3) USB drives, flash cards and the like, other companies being "forced" to quickly adopt higher capacity chips in order to stay competitive. Higher capacity chips being made by sandisk/toshiba of course.. Similar business model ... Intel and Sandisk...

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