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

To: Jim Greif who wrote (18095)	1/10/2001 7:12:19 AM
From: Ausdauer	Respond to of 60323

Total Vertical Integration = Low Cost Producer brand identity extensive retail presence 20,000 stores extensive e-tail presence Ingram Micro, Tech Data, Amazon,... OEM relationships design-in wins well-developed distribution channels form factor inventor card level licenses ('987, etc...) Lexar, SST, TDK Viking?, Kingston? Simple Technology? card assembly/packaging innovations ECM assembly & testing outsource savings FlashVision JV in-house fabrication, mass production, sales? fabless manufacture rapid design modification, UMC investment leading edge design ultra-high density NAND or NOR R&D core flash patents core patent licensure (incl. single and MLC) (Toshiba, Hitachi, Samsung...) _________________________________________________________________________ Aus