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: wily who wrote (15041)	9/26/2000 7:27:30 AM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Wily, MLC I also noticed that a mention of MLC was conspicuously absent from the discussion. I see this as a positive. The SanDisk Annual Report suggests that Toshiba's lithographic skills are so advanced that their 256 Mbit (non-MLC) product is cheaper to manufacture than SanDisk's current 256/D2 product. It will be interesting to see what melding these two techniques is likely to yield for the FlashVision Joint Venture. Presently, the 512 Mbit product will be manufactured at Yokkaichi. I believe Eli stated that SanDisk could purchase wafer from Toshiba as part of the FlashVision JV at a reasonable cost ("Nobody just gives away flash wafers these days.") given that SanDisk has no upfront capital investments in the fab there. It would seem to mimic a fabless arrangement with the cost being partially defrayed by SanDisk's engineering contributions and whatever concessions Toshiba made in order that the FlashVision deal could be consummated. I also suspect that the FlashVision JV may temporarily plateau licensing/royalty revenues from Toshiba unless something was written into the original contract. Eli's comments last quarter which emphasized that the Q2 licensing and royalty revenues were garnered from arrangements with licensees suggests that he has some tricks up his sleeves to help fill in any gaps. All IMHO. Ausdauer