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

To: David W. Tucker who wrote (5622)	5/4/1999 2:31:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

David, They could be selling Hitachi CF under private label for various OEM's similar to SanDisk's relationship with Kodak and Nikon. I don't dispute that. However, they are visibly absent (an oxymoron?) from the US marketplace. I find that peculiar. Ausdauer

To: David W. Tucker who wrote (5622)	5/16/1999 12:10:00 PM
From: Ausdauer	Respond to of 60323

Tuck, While visiting the SanDisk Headquarters I noticed a display in the lobby (where I was confined for nearly half an hour) which displayed the private labelled PCMCIA type II cards SanDisk manufactures. This included a Hitachi card. I assume that at one point SanDisk supplied Hitachi with such cards. Currently Hitachi is selling chipsets to Simple Technology, Microtech, PNY, Delkin and a host of other CF assemblers. semiconductor.hitachi.com (You can confirm this yourself; just click on the pull down window of Hitachi compliant vendors.) The only disturbing feature is the announcement at the bottom of the link of a new Hitachi 45MB CompactFlash card. This shoots down my contention that Toshiba, Samsung and Hitachi signed a no compete clause regarding CF assembly. Perhaps there was an added clause in the aggrement that allowed these giants to opt for CF production for an additional fee (above and beyond whatever they pay for the prior patent infringements). Not to bore everyone, but this strikes at the heart of the Lexar litigation. SanDisk could not only benefit from licensing revenues for chipsets from the big tunas, but also get an additional boost at the assembly end from a school of smaller fish. I did inquire with a formal writen letter to SNDK if other major electronics houses are using SanDisk products under private label (such as TDK) but have not received any type of reply, e-mail or otherwise. Perhaps I will write one final time to Mr. Chan. You would think that if they have a display in the lobby that they would not try to conceal such information from an inquisitive shareholder. Ausdauer