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girlfriend

01/25/05 5:54 PM

#349709 RE: nancy2 #349708

LEXR...HUGE MISS. -.48

They will burn through their cash and SNDK will kill them reducing flash memory pricing.


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Zeev Hed

01/25/05 5:59 PM

#349710 RE: nancy2 #349708

I think so, but LEXR is not very straight in their explanations for the loss, look at KO, these people are still not in the digital age, and LEXR tied its wagon to them. SNDK is a very different animal, much better control on its costs, has a broader product offering (including some integrated systems) and probably a solid $40 MM in royalties going straight to the bottom line.