WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.00

-2.2%

3:59 PM EST

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To: Andre Williamson who wrote (20783)	9/3/2001 10:09:23 PM
From: Ausdauer	of 60323

Andre, I do not understand the disconnect between falling ASP's... ...across the entire industry, falling total revenues for SNDK... ...and relatively stable SNDK royalty and licensing income. The licensing and royalty issue is a black box to me. Is it possible we are seeing a second round of upfront licenses being paid as SNDK licensees shift to multi- level cell technology from their current binary flash? Aus

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