Summary

1. SanDisk is maintaining it's technology leadership position in MLC NAND flash technology. 2. Ultimately this will lead to an additional stream of royalty revenue from it's competitors who will need 4 bit per cell technology to compete.  3. If Samsung still wants to purchase SanDisk, this technolgy break through could force Samsung to offer a higher price for any buy out offer.

Analysis

1. SanDisk did purchase M-Systems approximately 3 years ago.  In reality the main impetus for the purchase was to get access to the X-4 technology that they had under development.

2. I strongly believe that SanDisk's partner Toshiba will not allow SanDisk to be bought by Samsung without a counter offer from Toshiba.

Jerald Kolansky consults with leading institutions through GLG

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Former Worldwide VP of Sales, PLX TECHNOLOGY, INC.

 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.