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: slacker711 who wrote (28271)	5/24/2005 9:53:17 AM
From: Pam	Read Replies (2) \| Respond to of 60323

Hi Slacker, Handy added that ST's aspirations to be a significant vendor of the NAND-type flash memory, through a partnership agreement with Hynix, came undone when SanDisk hit ST with a lawsuit. "We suspect that the original agreement with partner Hynix may have split the world into territories. If Hynix gets Asia and ST gets Europe and the US, then ST gets all the lawsuits while Hynix can ship freely — and that appears to be what's happening," said Handy in the newsletter. Handy observed that Hynix shipped ten times as much NAND flash as ST did in 2004, even though their agreement was to split Hynix' output equally. This is definitely good news. We do not see much presence of Toshiba cards here (other than a recent entry at OfficeMax) but they are definitely there in Europe (Bruno can help us with info about their presence in Europe) and was wondering if they have a presence in Asia in a big way? I am wondering if that is the reason SNDK went after STM and Toshiba went after Hynix for patent related disputes? Also, wonder why Sandisk didn't get their foot into OfficeMax? -Pam