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Technology Stocks : SanDisk Corporation
SNDK 175.49-0.6%Oct 28 3:59 PM EDT
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To: Art Bechhoefer who wrote (9)6/28/2010 9:13:27 PM
From: Sam   of 36
 
Art, Sandisk and Toshiba are already partners and competitors.

One of the side effects of an Intel-Sandisk collaboration would be to effectively eliminate IMFT and Micron as a player in NAND. As sndk_longterm pointed out, there is no way that Micron could do both NAND and DRAM by themselves. Perhaps they would have to develop a partnership with Hynix to continue in NAND.

Just throwing things out here. Purely speculative. And possibly silly.
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