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

To: megazoo who wrote (11601)	5/29/2000 7:06:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

From news releases and corporate announcements going back a couple of years, if I recall correctly, Intel does not pay a royalty to SanDisk for the flash chips it is planning on using in cell phones and other appliances. SanDisk and Intel have a cross licensing agreement, and one of the items covered is the double density flash, which Intel actually developed first. SanDisk uses this design in its new, high capacity chips under the cross licensing agreement. The link you provided was very informative. What it suggests is that Intel is using its technology for putting more transistors on a chip (i.e., higher density) to create very large and complex chips that include not only the circuitry for cell phone use but flash memory such that the cell phone can become a data storage and communication device. If anything, Intel will end up paying royalties to QUALCOMM if its chip is intended to work with CDMA wireless phones. One question which may determine the extent to which Intel can preserve this market for itself, rather than share it with companies like SanDisk, is whether there are any benefits to a separate, removable flash card, such as SanDisk compact flash or MMC card, which outweigh the cost and other benefits of a single, low power chip with embedded memory. Art