WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: kash johal who wrote (3424)	7/1/1998 5:35:00 PM
From: Craig Freeman	Read Replies (2) of 60323

Kash, I agree with you. Companies should do what they do best and SNDK's forte is in getting companies to adopt CF. As you stated, making chips is an entirely different, intensely competitive business. Until the inventory writedown, I had considered SNDK's fab investment as a necessity for testing products and wetting market appetities. All this talk about obtaining chip cost reductions leads me to question their direction. IMHO, the best strategy would be to buy/merge with anyone who develops a better mousetrap and license the technology to the world. Unfortunately, the big gun (Lexar) refused to sell. Silly as it sounds, SNDK might be better off settling with Lexar that if Lexar pays royalties, SNDK will stop making chips and start reselling Lexar products! Craig Craig

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