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Message: Nothing on PACER as of 11:38am MST

Re: Samsung/SanDisk

posted on Oct 07, 2008 07:26AM

I agree

With that, I noted with a prior post, that such a deal will not be for low hanging fruit only.

To me, it would signify that they have broken rank with regard to the rest of the industry.

It would have to be be sizable and would have to have a restraint in a similar manner that Sandisk is holding over Samsung, relating to physical structures of memory IP. They run out in 2009, where Samsung is on the hook.

I hear 300 mill licensing between Sandisk and Samsung.

If Samsung gets a concession from Sandisk over memory structure licenses, perhaps we come through on the controller side for Samsung.

We'll just have to leave Intel in the dust and move on.

Samsung will own the CE market top to bottom.

doni









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