WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Stoctrash who wrote (678)	8/22/1997 11:17:00 AM
From: David W. Tucker	of 60323

Fred: Thanks for providing the article...I had not seen it before. It provides the most detail I've seen concerning the scope of these cross-licensing agreements, and shows they are generally one-sided deals whereby SNDK is getting the cash. If this indicates that Sandisk is getting about 10% of Samsung's flash memory sales, then this is enormous! The others probably have similar deals. Royalties always provide high-margin cash. dave

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