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

To: Pam who wrote (27773)	3/29/2005 10:51:34 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Pam, I think Samsung will be a leader and remain competitive as long as... ...they have access basic NAND patents, including MLC patent licensing. We are starting to see limits of the process technology with respect to binary flash. To remain a gorilla is going to mean making sound investments in expanding capacity or employing unique solutions to maximize bits per unit area, or both. Is it possible that SNDK will come out with 3 bits per cell at some point in the future? Aus