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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Allegoria who wrote (13639)	8/7/2000 12:19:33 AM
From: Ausdauer	Read Replies (1) of 60323

"I have repeatedly pointed out specific lies Ausdauer has made. Review the posts." ____________________________________________________________________________________ First, I did speak with SSTI top management (on the phone) about ADC and posted that the ultra-high density storage will be purchased from one of the major flash memory producers like Toshiba and Samsung. This information is factual. I implied that SSTI was taking a run at flash card manufacturers with the ATA Disk Chip product (ADC). The Nakhimovsky article that Wily posted and comments during the last conference call all support this inference. I also commented the the term "Disk Chip" seems to bear an uncanny resemblance to FLSH's "Disk on Chip" product, a competitor listed in SanDisk's 1999 annual report (a public document). Second, the ADC product and the CF products reportedly use the same SSTI controller. This is based on information offered by SSTI public relations via public documents. If this is true, SanDisk may/might/could be entitled to royalty payments similar to those from the 1998 CompactFlash cross-licensing agreement. Per the 1999 SanDisk Annual Report... ____________________________________________________________________________________ License and Royalty Revenue We currently earn patent license fees and royalties under seven cross-license agreements with Hitachi, Intel, Sharp, Samsung, SmartDisk, SST and Toshiba. License and royalty revenue from patent cross-license agreements was $41.2 million in 1999, up from $32.6 million in 1998 and $19.6 million in 1997. The increase in license and royalty revenues in 1999 was primarily due to an increase in patent royalty revenues. ____________________________________________________________________________________ The above information is believed to be factual. Readers should confirm this information via whatever means or mechanisms they deem appropriate. No promotional agreement, contractual obligation or similar business arrangement was exercised in this post. The poster has no affiliation with SanDisk Corporation other than owning shares purchased with his own hard earned money on the open market. Ausdauer

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