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

To: Pam who wrote (36064)	4/16/2007 11:07:05 AM
From: Sam	Read Replies (1) \| Respond to of 60323

Pam, are these your comments or someone else's? Just wondering. If Hynix can effectively become a partner with Sandisk and, by extension, Toshiba, then all the better, IMO. I hope they are content with being a strong second tier player in NAND. If they try to beat Sandisk/Toshiba, they will likely fail due to lack of IP and their dual focus on NAND and DRAM. But they could conceivably make everyone else miserable while they are trying. I wish I knew something about what royalties they will be paying. Guess we'll have to wait for the next few CCs to see how it breaks out.