Jay,
Wily, I read the white paper and I don't see any discussions of royalties at all. I wouldn't assume they don't pay royalties.
Look at the table on page 6, in the cost row, in the MMC column -- it says:
MMC cards have mid-level ASP's and incur some costs at the system level; no royalty fees
This is in direct contrast to the royaly comments regarding memory stick, for instance.
Re: SANDISK ANNOUNCES RECORD REVENUE AND EARNINGS
SUNNYVALE, CA, October 15, 1997
...Revenues from licenses and royalties in the current quarter increased by $2.5 million, to $5.9 million, attributable to recent cross-license agreements entered into by SanDisk with Hitachi,...
I thought cross-licensing was a cancelling of royalties due.(?)
Re Clearly, Hitachi is paying them royalties
They may be paying royalties but not necessarily on MMC.
wily |
