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

To: orkrious who wrote (20462)	6/20/2001 6:34:51 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Jay, Lexar Media signed another deal this Smart Modular... siliconinvestor.com ...a division of Solectron, for the Lexar Media controller technology. I wonder if SmartModular was infringing, so it just signed up as a licensee to avoid a legal battle. Perhaps. Who knows really? Either way, to date Lexar Media has been considerably more aggressive about defending its IP than SanDisk. I don't really know how big some of these players are that Lexar is chasing. As Eli said, some of the card assemblers are going to fall by the wayside due to the harsh conditions at retail. I haven't seen SmartModular brand products for almost two years, unless they are sold by another brand name or as a private label. Perhaps their cards are sold abroad? They must have a miniscule market share. In any case the Solectron connection cannot be overlooked. Anybody here have any thoughts? Aus