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

To: Art Bechhoefer who wrote (19711)	3/18/2001 1:13:06 PM
From: Ausdauer	Respond to of 60323

"SNDK may have cross licensing agreements with Intel and others who use this patent." Art, I don't think '987 has been negotiated with Intel. In any case, Intel sold its flash card business to Centennial. It would not make sense for Intel to be a '987 licensee. Centennial is not a current SanDisk licensee. As far as embedded flash is concerned I am still uncertain about its cost-effectiveness and the overall demand for such applications. The major competitors will be Toshiba, Hitachi, Samsung and Intel. I think Eli said Micron also has something in the works. Aus