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To: Sarmad Y. Hermiz who wrote (10961)11/25/2004 11:56:49 AM
From: Sultan  Read Replies (1) | Respond to of 11057
 
Have watched SNDK and LEXR now and again.. Last year was scalping SNDK in high teens for pizza money before the split so that should tell you how smart I am.. Any case, main difference between the two if I remember is SNDK earns a lot of royalty due to their patents.. LEXR it seems is not in the same league..



To: Sarmad Y. Hermiz who wrote (10961)11/25/2004 2:58:19 PM
From: Sam Citron  Respond to of 11057
 
Sarmad,

Sandisk is one of the pioneers of flash and may be the low cost provider, which of course is the only place to be in a commodity situation. But I'll put some of those excellent questions to my new associates on the SNDK thread and see how they respond.

Sam


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