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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Guy Hillyer who wrote (6187)	6/29/1999 9:29:00 AM
From: Ausdauer	Read Replies (1) of 60323

Guy and Art, re: Rio! Guy, you referenced the decision that I was referring to in my post. The Rio! Division of Diamond was recently acquired and I believe that the successful defense of the Rio! was a key stepping stone. re: royalities for content providers Art, the SDMI has been forced to concede a defeat to Diamond Multimedia. The front page of the NY Times Business Section this morning stated that a defacto standard for the secure transmission of copyrighted content was recently adopted and it was apparently proposed by a working group of hardware and software manufacturers who presented a compelling solution to the SDMI. In the meantime devices capable of playing pirated music will be allowed. I tend to believe that SanDisk's press release yesterday concerning the TI/Liquid Audio solution and the previous press release mentioning the Lucent/eDig solution points to CompactFlash/MMC (and not SmartMedia) as being part of the final solution. This could be a huge endorsement of SanDisk that will undoubtedly not go unnoticed. SanDisk appears to be flashing signals to this end. Ausdauer

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