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: Art Bechhoefer who wrote (21262)	12/4/2001 12:51:19 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, 2001 lead to some interesting developments for Lexar. 1) They signed a licensing and supply agreement with Samsung, thus distancing itself from its previous ties with Toshiba. 2) They shored up retail arrangements with Ritz and CompUSA, whereby they agreed to supply both boutiques to private label Lexar Media USB-enabled CF cards. 3) They entered into industrial markets by teaming up with SmartModular (and its parent company) and, most recently, Optosys, a German manufacturer... siliconinvestor.com Still, without expertise in flash design and manufacturing, I see them as dependent at this stage on Samsung's ability to drive down flash memory costs. In some way they must also depend on Samsung's flash structure to aid in their controller design, or they must license their patents and allow partners to develop their own controller technology to suit specific needs. I believe SanDisk is the more complete package by far. I wonder why SNDK has avoided (or been tacit) about more intimate relationships with retailers or major ECM's that could assist in moving finished product to the end user, whether commercial or consumer. Would SanDisk be interested in purchasing Lexar, if nothing else to acquire some of the more successful business partners? For example, Ritz was pretty devoted to SanDisk as a supplier previously. Are these specialty stores losing out to electronics superstars like BestBuy or on-line consumer electronics retailers? Perhaps SNDK decided to let them go seeing that the writing was on the wall? My understanding is that Wolf Camera went belly up. I think the Internet has changed the way people shop for home electronics. sun-sentinel.com Hope SNDK has someone at work on this!!! Aus