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: Sam who wrote (13103)	7/19/2000 9:15:35 PM
From: Road Walker	Read Replies (2) of 60323

Sam, re: "Jay, you are definitely correct on the royalty issue; there are two components to it, fixed and variable. There are apparently volume incentives/discounts, once a certain volume has been reached, the level drops." That would be variable and variable. Once a certain threshold is reached, the royalty percentage payments are decreased. Thus the lower royalty expectations going forward for the 3rd and 4th quarters. Is anyone else concerned that the guidance was 20% growth in the 3rd quarter; 25% growth in the 4th quarter? It seems to me that this is below former guidance. I got the impression that capacity gains were not meeting expectations. John

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