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

To: Mats Ericsson who wrote (3787)10/8/1998 2:24:00 PM
From: dumbmoney  Read Replies (1) | Respond to of 60323
 
SanDisk needs to get out of the business of manufacturing flash memory. The value of SNDK is the IP portfolio, which produces a nice free cash flow. In fact if they shut down the entire company and just collected royalty checks, earnings would improve and so would the stock! Think RMBS.



To: Mats Ericsson who wrote (3787)10/8/1998 2:55:00 PM
From: Ausdauer  Respond to of 60323
 
Mats,

I think people have erroneously lumped semiconductor manufacturers together regardless of the production strategy.

SanDisk is FAB-less. A strategy used by smaller companies to reduce production costs by avoiding ownership in expensive foundries.

Ausdauer


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