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

To: LiPolymer who wrote (18809)	1/29/2001 6:41:41 PM
From: Ausdauer	Respond to of 60323

LiPoly, I didn't realize Delkin was into bundling. But clearly the future is not in 8 MB cards. I wonder if Eli and team realize this and maybe sacrificied some OEM sales? I guess it is possible. Clearly it would only be a partial explanation for the shortfall. Have to imagine that some of the MMC bundles with upto 64MB of flash (like that with I-Jam and Compaq) are more attractive. Funny that nobody involved in the c.c. bothered to ask about the nature of the OEM contracts that were lost. I guess most were probably too shell-shocked to inquire. Binx theory is still alive and well. It was a major telecom that buys flash disks. As for myself the lack of new CompactFlash assembly licensees is disturbing. Eli mentioned possible MMC/SDMC licenses in the future also based on '987. Why haven't these materialized yet? Precious little information has been made available about this even after the conclusion of the Lexar litigation. Why do they insist on leaving us in the dark? That one-time Lexar payment just isn't going to cut the mustard in anyone's eyes. Where is the '987 leverage? Aus