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To: broozer who wrote (27114)	12/8/2004 3:35:19 PM
From: Art Bechhoefer	Respond to of 60323

Re: Samsung's use of SNDK patents includes MLC as well as form factors such as SD, miniSD, and MMC, and possibly some patents that deal with controllers and uniform use of all sectors on the flash card to improve reliability. Meanwhile, you may recall that SNDK and FLSH recently announced a cooperative agreement to design and produce certain kinds of flash memory for some specific applications involving cell phones, PDA's, etc. If the resulting products turn out to be popular, Samsung will undoubtedly want a license to enter that market, providing more royalties, if nothing else. The main point here is that SNDK seems to have enough IPR to withstand any assault on the market for flash memory by Samsung. And second, the market for flash memory is still in its infancy and is likely to expand substantially in the next two to three years as a result of growing need for flash memory in cell phones, camera phones, and laptop/notebook computers. The price cutting that continues to worry investors also has a benefit in that it creates new applications for flash memory at a much faster rate than would occur if higher flash prices were maintained. Art