To: Artslaw who wrote (8361 ) 12/11/1999 9:10:00 AM From: Ausdauer Respond to of 60323
Steve and Thread, re: proposed JV with Toshiba in 2001 and beyondProduction "The first products that the two companies will develop will be 512MB and 1GB. Those will again be a combination of their (Toshiba's) NAND technology and SanDisk's double density or MLC technology, where we will also develop the controllers. We intend to use the output of this development in all of our products. The press release talks about controllers for the SD, Secure Digital Memory Card, but in actual fact we will also develop controllers that will be able to take advantage of the flash technology and product across our product line. In the long term we expect this cooperation to continue to the 2GB and 4GB level. This is a very long-term agreement and we basically will take it as long and as far as we can, as far as physical limitations (permit)." Marketing and Sales "We, Toshiba and SanDisk, basically will independently sell the flash output. They will take there share and sell it any way they want. We will take our share and sell it any way we want. This is the first time, in fact, that we will have a component product, a TSOP, for sale to our customers in addition, or course, to incorporating the output in our cards." Did I understand you correctly? Are you going to enter the merchant market for flash memory devices? "We will be able to do so once we have an adequate supply of NAND TSOP. If we want to we will be able to under this agreement freely sell it to customers, distributors and so on. That decision has not been made. What I was really trying to say is that there are no restrictions on either side on how we want to use the output." AusdauerSanDisk...See the Big Picture