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: Ausdauer who wrote (13711)	8/8/2000 3:14:52 PM
From: limtex	Read Replies (1) \| Respond to of 60323

Aus - That last post was the most negative I can recall you making about SNDK. It seems to me to pressage the ultimate decline of the company if your worries are correct. That presumably is why SEG is dumping the stock and not something to do with a complex financial transaction where they are no longer interest in the amount they get. If your worries are correct then the short position, the SEG sales, the silence from the company and the slump in the stock price are the result of someone or more figuring that SNDK's products and IP has been superceded. This is beginning to look a little worrying. Pls tell me that this isn't about to become a major dissapointment. Best regards, L

To: Ausdauer who wrote (13711)	8/8/2000 3:16:39 PM
From: wily	Read Replies (4) \| Respond to of 60323

Hitachi Small Form Factor Flash White Paper: semiconductor.hitachi.com Hitachi Semiconductor website: semiconductor.hitachi.com You can see in the table on page 6 that Hitachi pays no royalties on their MMC or their CF cards. Possibly they are cross-licensed with Sandisk somehow. What does Hitachi have that Sandisk needs/uses? wily

To: Ausdauer who wrote (13711)	8/8/2000 6:37:00 PM
From: orkrious	Read Replies (3) \| Respond to of 60323

Hitachi has upped the ante on MMC. SanDisk has been very slow in attaining the 64 MB sweet spot (in large scale production quantities) mostly due to engineering problems related to stacking of chips. Hitachi is now rubbing SanDisk's face in this failure. Aus, you are slipping. Although I couldn't find a press release, according to the SNDK web site, 64 MB MMC cards are available. sandisk.com If Hitachi is just announcing 64 MB MMC cards, you can bet they aren't shipping yet in quantity. Making a comment such as Hitachi is now rubbing SanDisk's face in this failure. is out of character for you. It clearly isn't true. You must have been having a bad day. Jay