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

To: Sam who wrote (27069)	12/2/2004 10:43:01 PM
From: etchmeister	Respond to of 60323

some comments about NOR versus NAND from AMD board; it appears that even within NAND variations emerging Message 20755397 Message 20755982

To: Sam who wrote (27069)	12/3/2004 7:17:43 AM
From: Sam Citron	Read Replies (1) \| Respond to of 60323

I guess what I am getting at is whether "flash" is in reality the commodity that is commonly perceived among the general investment community. If not, and if there is enough variation in types of flash that are optimized for different applications, devices or markets, then there may be more room than commonly perceived for manufacturers to differentiate their products and processes. I can't really see the competitive landscape or understand SNDK's position until I have answered this question. Sam