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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Don Hess who wrote (6852)	9/1/1999 8:28:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Don, You said... I'd rather kiss Lexar on both cheeks and accept their market share than kiss them on the mouth and let them sleep with the fishes. They do us more good in our camp than dead." I have argued that Eli Harari has tried to keep CF an open standard with multiple second sources and "healthy" competition. Opening wide and swallowing a competitor would appear to be counter to that spirit. I don't believe it is in SanDisk's best interest to "monopolize" the CF market. And while Lexar may be on the menu as a main course, I feel that devouring some key parts a la carte such as market share/OEM relationships (i.e. Kodak), foundry production, microcontroller patents and engineering/marketing talent would be worth it. I feel less certain that owning a competitor outright is a good idea. On the other hand, given that there has been an outcropping of CF suppliers, the notion of monopolization is probably fictional at best. The PDA boards that I have visited indicate that younger CF users look first at cost, capacity and availability. Reliability or brand name only becomes an issue if the product is defective or fails to operate in a given environment. Viking, Kingston and Simple Technology have been as busy as one-legged men in a butt kicking contest. All IMHO, Ausdauer