Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ausdauer who wrote (27358)	1/28/2005 9:38:12 AM
From: Art Bechhoefer	Respond to of 60323

Aus--Re c.c. and comments about Samsung converting to MLC. It seems that once Samsung starts making its higher capacity chips using MLC, it will result in substantially higher royalty payments to SanDisk. This could lead to even better profits for 2005, though I don't expect such royalty payments to be reported until much later in the year, or in 2006. Another thing that was interesting in the cc was the emphasis on new products as a way of soaking up some of that purported excess capacity. With an 8 gb chip ready for the market, it looks to me as if the ubiquitous hard drives in portable or laptop computers are about to be replaced with flash memory. I can foresee a time when hard drives will be used mainly for mass storage, archiving, or very large files where quick read and write speeds are essential. Art