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Technology Stocks : WDC/Sandisk Corporation
WDC 161.03+3.5%Dec 4 3:59 PM EST

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To: Bill Zeman who wrote (4813)2/20/1999 8:59:00 PM
From: Rex Dwyer   of 60323
 
It gets even more confusing because Toshiba might make CompactFlash cards as well as SmartMedia.

There also may be some licensing of other technology patents, but the ATA Solid State drive is the juicy one that no one has gotten around yet. Lexar thinks they have. Toshiba, Intel, Samsung, Hitachi, and others have not, and are paying.

The terms of the license agreements are top secret. I would bet that the payment terms decrease in percentage as time goes on.

Rex
($24 5/8)
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