WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 167.13

-1.7%

1:41 PM EST

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To: Craig Freeman who wrote (9145)	2/10/2000 9:21:00 AM
From: Art Bechhoefer	Read Replies (2) of 60323

As Ausdauer suggests, there might be a problem getting enough CF from SanDisk, and other suppliers might be needed. Furthermore, I believe Nikon supplies either 8mb or 16mb units, which are no doubt of older design than the higher capacity units that anyone in his right mind would want for regular use with these cameras. A third issue is whether in the agreement to supply flash memories to Nikon, Lexar has made a provision to indemnify Nikon in case SNDK prevails in court. Any or all of those reasons could be behind Nikon's use of Lexar media. So to me the patent issue is still unresolved, both in terms of how the court decides, and in substantive terms, based on what we know of the substantive design features of Lexar and SNDK cards. As to royalty payments, I think SNDK should report to its shareholders all the companies from whom it receives royalties. This is simply information of the sort that any company ought to give freely to shareholders. In the past, SNDK has always been forthcoming about whether they're receiving royalties from a particular company. They have answered similar questions at their conference calls. Art

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