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Technology Stocks : WDC/Sandisk Corporation
WDC 174.70-6.7%3:38 PM EST

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To: Yakov Lurye who wrote (3166)6/3/1998 5:44:00 PM
From: Ausdauer  Read Replies (1) of 60323
 
Yakov,

I am delighted the thread has attracted new contributors like yourself who share different viewpoints and offer new & insightful opinions.

I wanted to report the following...

PNY Technology purchases CompactFlash from Toshiba premanufactured.

Viking Components buys the flash chips, controller and other components separately and manufactures in-house. The royalty in this situation is paid by the flash chip manufacturer with the "hidden" cost passed on to Viking.

LexarMedia and Simple Technology (who use Lexar's product) stand to lose the most if litigation is settled in SanDisk's favor. It seems as is SNDK otherwise has its hands in most of the other CF manufacturer's pockets.

Shaken, but still standing...

Ausdauer
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