Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: The Prophet who wrote (8204)	11/22/1999 10:36:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Prophet, You stated... Also, if they receive no royalties, what gives SNDK any tactical or business advantage in the flash market going forward, and why should we not consider them just another commodity producer? I have struggled with this for as long as I have owned SNDK. The simple answer is that SanDisk holds many key (basic) flash memory patents and has received a significant amount of royalty income as a result. SanDisk has not been able to capitalize on CF card assembly patents. There are no guarantees they will ever garner royalty income from CF. These will need to be negotiated on an individual basis. SanDisk has the ability (I refrain from saying "unique ability") to combine their extensive intellectual properties and experience in semiconductor engineering/fabrication to produce the latest, most advanced flash memory product. If it continues to execute its plan successfully it will be a leader in low-cost/high functionality flash memory. The market for flash memory will be there to gobble up whatever can be produced. Hopefully most items reaching consumers hands will either have a SanDisk logo or SanDisk technology inside. Ausdauer