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Technology Stocks : WDC/Sandisk Corporation
WDC 174.48+7.0%3:14 PM EST
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To: Sam who wrote (33627)9/30/2006 7:07:48 PM
From: inaflash  Read Replies (2) of 60323
 
But it would not be ludicrous for Samsung to take WDC over. Just starting another rumor--pure speculation/observation on my part.

Interesting thought. I'm not sure what Samsung has to gain, since they've got a significant HD business themselves, but might be able to expand and become a top 3 player by doing so in the business.

Here's another rumor to add to yours. Seagate pairs up with Micron. Although I'm not sold on the hybrid drive, I think they will build it and in some situations it may make sense. I personally prefer the system approach (Robson over ReadyBoost; direct versus indirect), and I think the motherboard is the place for the flash controller, but not the flash memory itself.

Seagate remains without a flash partner, and Micron hasn't hooked up with an particular HD maker yet. Both Samsung and Toshiba are in both businesses and they have first hand looks at both sides. When things aren't going as planned or a transition occurs either towards hybrid or away from HD, they're more likely to get in front of things.

There is also Hynix and Spansion which don't have HD ties, and not many major HD makers besides WD. If this tie-in is necessary for survival, there will be a few odd players out that may not be able to stay independent.
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