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Technology Stocks : FLSH - M-FLASH SYSTEMS DISK PIONEERS -- Ignore unavailable to you. Want to Upgrade?

To: Omer Shvili who wrote (451)	7/15/1998 2:19:00 PM
From: Jerome Wittamer	Read Replies (1) \| Respond to of 923

Omer, my experience with SanDisk tells me that licensing one's technology does not AT ALL ensure that FLSHF will remain the leading supplier of DOC's. Toshiba will likely steal the business away from them and they will be left with the little pieces. You will say they don't have the size to attack this market effectively and pump profits from it without such a bg partner. IMHO you are wrong. Please note that for a long time I had the very same opinion for SanDisk you now have for M-Systems. After a reality check, we can see SanDisk gets its business (CF) stolen by its allies who have now become terrible competitors. Its market share is plunging. I know the two situations are different, but IMHO not for long. I do hope you're right. This was my contribution.