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

To: Ausdauer who wrote (27908)	4/15/2005 1:21:01 PM
From: slacker711	Read Replies (2) \| Respond to of 60323

Are you feeling optimistic that Samsung will be opening its wallet this year to cover some of the licensing fees for MLC? Seems like MLC is the only solution for Samsung in the longer term if they wish to compete price wise at 300mm. Yes....especially with the current huge growth in high-density (as Samsung described it), they will absolutely need to get MLC off the ground. In the past, they had talked about MLC being limited to applications that didnt require high-speeds but I think that their thinking has changed. The table that I posted on the thread shows 30% of production in the 3rd quarter being 70nm....but 70% of production being 4Gb. The only way that I can interpret this table is that 40% of their production will be coming from 4Gb 90nm MLC. My notes from Q3 of last year showed that they expected to only have 20% of their production on MLC by year-end '05. Message 20645693 As for the royalties, in a recent conference, Dr. Harari talked about MLC as the "crown jewel" and how they were reluctant to license it....but they did in return for a "substantially higher royalties" and a very good supply aggreement. About the 1 hour 5 minute mark.... corporate-ir.net Hard to make any projections since we have so little hard data, but I would assume that most of the MLC production will go to companies other than Sandisk, so hopefully we will see a nice contribution to the L&R line by the end of the year. Slacker