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

To: slacker711 who wrote (28221)	5/16/2005 10:39:07 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

I'm not sure I understand the comment about Samsung. They have already shifted 90% of their production to 90nm....why would they be seeing low yields now? OTOH, the comment about rising demand from handsets squares with what we are seeing with spot pricing. The low densities prices have been rising lately while high density has been going down. I'm not exactly sure how to figure the impact on Sandisk. On the one hand, they will get consumers to shift to higher densities more quickly. Of course, since they are probably the largest supplier of 4Gb, they are getting hit disproportionately by the pricing. Also, the newcomers have more incentive to shift to NAND. digitimes.com Contract prices for low-density NAND flash shows signs of stabilizing Memory module makers explained that the relatively low yields for 90nm made NAND flash from Samsung had led to a drop in output. The rising demand for handsets equipped with built-in memory cards is also a factor for keeping the price from falling. [DigiTimes]

To: slacker711 who wrote (28221)	5/18/2005 4:13:39 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Lexar Toshiba dispute. Slacker, I am confused. I guess SanDisk could get dragged into this ugly affair, but I believe this could only occur a) if SanDisk used trade secrets "stolen" by Toshiba in its flash products, b) the prior agreement re: injunctions does not apply in this case, c) Lexar has previously undisclosed basic flash patents that they have never previously contested, or d) SanDisk's prior SmartMedia license is now considered insufficient on the basis of new information from the Toshiba litigation. Aus