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


To: Bobby who wrote (1337)11/5/1997 10:06:00 PM
From: ED PLOPA  Respond to of 60323
 
Bobby:

<<while having the ability of locking them out, or at least holding them hostage.>>

<< That would defeat the purpose IMO. The rest of the equipment providers would
just gang up with INTC and come up with a competing standard. SNDK best bet
would be to be independent , manufacture as much as they can and collect royalties
on what they do not have the capacity to manufacture. >>

Perhaps, but that would put the "have nots" six to nine months behind the marketing curve. In this industry that's an entire product cycle. Besides INTC doesn't have that degree of technology yet or they wouldn't be sitting idly by during this "watershed" announcement.

Ed Plopa