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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: Greg h2o who wrote (12584)7/6/2000 6:02:07 PM
From: Art Bechhoefer  Read Replies (4) of 60323
 
Greg, my point is not to determine if there is a peak in the cycle but simply to show that you don't create a lot of free cash flow unless something is going right. It makes little difference to me as an investor whether the cash comes from manufacturing or royalties. The point is that the cash is there, and that's pretty positive, especially when you compare the situation with other relatively young companies.

Art
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