WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.68

+9.0%

3:59 PM EST

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To: pompsander who wrote (28190)	5/10/2005 7:21:08 PM
From: Pam	Read Replies (1) of 60323

Hi Pompsander, Could the Flashvision affiliate be the separate arm or of Toshiba that oversees their share of the joint enterprise, rather than Sandisk? I had not heard or read anything about SNDK being named in any of the filings. Possible, I am not sure. I hope it is not Sandisk though. Frankly, if they put an injunction on Toshiba, I don't understand how they can allow Sandisk's share of o/p from the same factory? I don't know what is the licensing arrangement between Sandisk and Lexar. If Toshiba is blocked and Sandisk is not, just think what will happen to SNDK stock! Toshiba/Sandisk control 30-35% of Nand o/p at minimum. Although, I doubt they will block Toshiba's o/p. -Pam

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