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To: waverider who wrote (71734)5/11/2000 1:36:00 AM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> SNDK is similar to Q in that it has a huge IPR portfolio in flash memory.

As far as I've been able to figure out, most of their ip relates to form factor. Have you found something more potent?

>> They are also doing a joint semi plant construction with Toshiba

That's what concerns me. World class fabs are very pricey, and Toshiba is a weak player in the Asian memory community.

I'm easy to convince, but so far I'm a holdout.

uf



To: waverider who wrote (71734)5/11/2000 8:56:00 PM
From: saukriver  Read Replies (1) | Respond to of 152472
 
SNDK is similar to Q in that it has a huge IPR portfolio in flash memory. NO other semi outfit has it and other semi makers are going to continue paying royalties and licensing fees as the recent patent infringement verdict just indicated.

Plus, just like QCOM, SNDK has a grammatically/phonetically incorrect title of a thread on SI!

SanDisk: What are their [sic] prospects?

Subject 1745


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