WDC/Sandisk Corporation Message Board

STOCKTALK

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/Sandisk Corporation

WDC 176.83

+1.5%

12:13 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jason Rooks who wrote (2829)	4/17/1998 1:54:00 AM
From: Jerome Wittamer	Read Replies (1) of 60323

Hi Jason, thanks for your message. Your message is the only one which hit yesterday after the ones I posted, it seems I have posted to much in too short a time so I'll pull out the stops here. I agree with your point on the Lexar lawsuit, though this one seems a lot more tricky and could be part of the IP strategy more than the outcome of a real infringement. As regards Intel and Toshiba's competing flash cards, miniature card and smart media I do not agree with you. Intel has been here for a long time (since 1996) and never convinced many OEMs. The battle is almost lost for them even with their muscle, of course it is just my opinion. Just try to give example of 5 (well-known) gizmos using miniature cards! The competition from Toshiba has been VERY serious in 1997 but they lack SmartMediaCards with a decent capacity, i.e. over 8MB. This is The point as a great portion of cards sold this year will use high capacity cards. The only solution is to use SanDisk's CF cards. Therefore I said SanDisk does not have any competition yet in this area. Did I convince you?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next