WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Art Bechhoefer who wrote (15178)	9/29/2000 1:54:07 PM
From: Ausdauer	Read Replies (2) of 60323

Noticed on this older link that TDK stopped shipping... ...CompactFlash some time in 1999. I wonder if this has anything to do with licensing negotiations that were finalized a few months back. I sent a letter to SanDisk asking if TDK was a licensee way back in 1999 (as TDK CF was advertised in some trade journals I located) but received no response at all. I assumed this was essentially a "no comment" type of response. Now I think I have a clearer understanding of the situation. look at the burnt orange box on the upper right... psiprice.fatcatz.tm here is a related link... Message 14115343 FWIW, I still believe that the Q3 report could be pivotal. Eli stated during the Q2 conference call that "no new licensees" contributed to the $21+ million in royalties in Q2. I immediately interpreted this statement to mean that new licensees would contribute during Q3. I may have misread his intentions completely, but the TDK press release is at least some confirmation of my suspicions. The royalties were revised down to $17.0 to $17.5 million (if I recall correctly) for Q3, but up from $12.0 to $12.5 from Q1 projections. I remain very encouraged by this revised estimate. My Christmas wish is a crushing defeat of Lexar and a new contract between SanDisk and Sony to manufacture high capacity Memory Stick using 512Mbit NAND during 2001. Have a good weekend. Ausdauer SanDisk...Hey, I can wish, can't I???

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