WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

9:30 AM EST

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To: inaflash who wrote (32483)	6/13/2006 2:52:07 PM
From: slacker711	Read Replies (2) of 60323

The alternative would be something akin to what Apple did with flash manufacturers, and advance purchase a big chunck. The Motorola stake wouldn't be significant enough for Nokia to worry about, and Nokia doesn't have that many other options right now anyway. The requirements for the handset market are very different from the MP3/PMP market. Much of the storage in handsets is coming in the form of cards which gives the handset manufacturers quite a bit of flexibility as to the density they need to supply. Also, the storage is a secondary characteristic for most handset buyers....where as in MP3 players it is the primary differentiator among the competitors. If the NAND market tightens up, the handset manufacturers can cut back their density requirements by buying smaller cards. There is very little reason for Motorola to advance purchase their NAND needs. Perhaps Sandisk will decide that they need to generate more cash (I am sure Pam knows whether they need to), but I really doubt that Motorola would be the one to step up to the plate. Slacker

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