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

To: masa who wrote (33373)	9/9/2006 12:25:36 AM
From: masa	Respond to of 60323

The point is: Nokia is after all adopting the SD standard. It is good for SanDisk.

To: masa who wrote (33373)	9/9/2006 2:58:59 AM
From: inaflash	Respond to of 60323

"What I know is that Nokia has felt SanDisk to be some kind of an enemy, Where do you get that from?" Is that actually important? The fact is that today Nokia is increasingly addinng SD cards to its phones after opposing the standard. I simply can't tell you everything I really know (NDA:s prevent it). Sony eventually produced VHS products. No one wants to be on the wrong side of a standards war. Nokia recognized it was clear what the winning standard would be and didn't want to fall behind the other phone manufacturers. There's always some tension between supplier and buyer, especially when you weren't the clear first choice. No company likes being dependent on a sole source, no matter how well things are going. It's always good to have a backup plan. Apple made some waves with spreading NAND buys so it could secure multiple sources. Looks like Nokia is doing the same, which should help all the rest of the manufacturers, and to some at no risk.