WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.37

-5.8%

Dec 12 3:59 PM EST

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To: Ausdauer who wrote (21031)	10/23/2001 4:00:08 PM
From: orkrious	Read Replies (1) of 60323

Jay, you don't believe that flash memory card sales will ever be profitable at retail again Not enough to support a rising stock price. IMHO, if all they are is a commodity producer, they are likely to be a Micron. What's MU been profitable for, five quarters in the last five years. (I don't know this exact statistic. I just know it isn't good.) Do you think SNDK will ever be able to build up royalty revenues to any substantial degree in the future? Eli seemed pretty positive about the prospects for MLC NAND during the c.c. Eli said he was confident in the past, too. Without significant royalty revenues, SNDK will not be a "good" investment. In my mind, we no longer have the IP. Where are the licensing agreements? I continue to think about the expanding applications for flash... Me too. That doesn't translate into a good investment.

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