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

To: Sam Citron who wrote (27124)	12/11/2004 8:33:43 PM
From: NHP	Read Replies (1) \| Respond to of 60323

>Thanks for clarifying the SanDisk-Toshiba relationship. Sorry to hear that SanDisk will not benefit from the Apple order in a more direct and tangible manner.< Sam, We could look on the Apple/Toshiba agreement as a positive for SanDisk. As long as SanDisk purchases flash chips from Samsung, I would assume that the entire SanDisk portion of the FlashVision output is spoken for, and that SanDisk is in no position to supply flash chips to Apple. I would think that Toshiba has a little more flexibility in this regard. The fact that Steve Jobs decided to go with Toshiba should tend to reinforce our belief that FlashVison is the low-cost producer of flash chips. On the other side of the coin, why doesn't SanDisk purchase it's non-captive chips from Toshiba? Are the Toshiba chips more expensive than the Samsung chips? Is there some other reason? NHP