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

To: Howard R. Hansen who wrote (24496)	1/7/2004 9:16:54 PM
From: Ausdauer	Respond to of 60323

Infineon Howard, there is a long history between SanDisk and Siemens (Infineon)... eetimes.com whatis.techtarget.com MultiMedia Cards were developed initially in 1995 and have effectively been replaced by the SD card which is proprietary to SNDK, TOS and Panasonic. The fact is that Infineon is late to the party. SanDisk will use Saifun's technology indirectly, but I think if Eli recognized that Saifun held the future of non-volatile memory in their hand he would have forged a bond some time ago. Both Tower and Saifun are Israeli companies. Perhaps the Tower investment was an attempt to get the foot in the door. I don't know how much of a threat Infineon's version of NROM will be, but they are quite late entrants in any case. "We are running. We are running very fast. They will have a hard time trying to catch us." Aus