WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Uncle Frank who wrote (12195)	6/24/2000 7:58:00 PM
From: tekboy	of 60323

<<Imo sndk's business model has a stronger resemblance to qcom's than rmbs's.>> But...let us not forget that there are two basic questions relevant to all of these cases: whether the technology at issue will become the standard for a mass market industry, and whether the company that developed it will be able to reap substantial revenues by retaining accepted proprietary rights to it. The QCOM/ERICY deal ended the first round of the Holy Wars by apparently giving QCOM "yes" answers to both questions; capitulation by NOK would end the second round of the Holy Wars in a similar way. The recent RMBS settlements are important because they seem to demonstrate that a major value chain is falling into line behind the company and that it will receive oodles in royalty revenue; if this trend continues the only question will be how extensive and how rapidly growing the markets are for RMBS-royalty products. With SNDK, in contrast, there seems little doubt that the potential markets for its products are vast and growing rapidly, but it's still unclear just what kinds of royalty revenues SNDK will be able to extract. It looks like RMBS might be turning into the retrospective gorilla for a market that is not in a tornado, while SNDK is in a tornado but is not yet a certified pongid. Like GMST (which is still another permutation), these cases are fascinating and filled with great potential; accordingly, the teks have now taken small LTB&H positions in both. But neither strikes me as in the QCOM category yet, at least to the extent that that category is defined as certified young enabling technology gorilla.... tekboy@BWTFDIK.com

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