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

To: Pam who wrote (26933)	11/9/2004 10:01:26 AM
From: Art Bechhoefer	Respond to of 60323

Pam, it's a relief to see Toshiba and SanDisk protecting their flash memory patents. This will level the playing field and reduce the threat of a short term glut, thereby stabilizing prices for flash memory. Art

To: Pam who wrote (26933)	11/15/2004 7:06:10 AM
From: Pam	Read Replies (1) \| Respond to of 60323

I believe, IFX has slightly different NAND technology but how come no one has yet sued MU over NAND IP? With MU, ST, Hynix shipping 2Gbit 90nm SBC chips this month it seems like NAND Flash will be available plentiful. What we need now are a few decisions in favor of Toshiba/Sandisk over IP or some players backing out of NAND manufacturing either because of poor yields or because of lower margins or even better a loss. The latter is unlikely in the near-term as they are all formidable DRAM players and are well used to cut-throat competition and can stay put in this business even if they see losses the next few quarters. Besides, this gives DRAM manufacturers flexibility in diverting part of their DRAM lines towards NAND and vice-versa! -Pam