SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 223.15+3.8%12:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: SiliconAlley12/1/2017 8:28:36 PM
1 Recommendation

Recommended By
investor1234

   of 4833
 
When reading fake news stories, as published by Bloomberg last night, only two items need to be remembered:

(1) WDC says they will not drop consent challenge in exchange for Fab 6 participation, and

(2) Toshiba has denied that they have ever asked WDC to do so.

Yet each of these mythical "almost" settlements involves dropping consent challenge in exchange for Fab 6 participation.

Consent, or the sale to Bain, no longer matters. It is now all about participation in Fab 6 and beyond, and Toshiba is under no contractual obligation to allow WDC in. There are many other willing players with the money to do so.

While some may say that SanDisk IP is required in Fab 6 production, Toshiba has the right to use it, whether or not WDC is a participant. The only question, because of redacted terms, is how much money is required to do so. There is no prohibition against use.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News