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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: Ausdauer who wrote (16652)11/15/2000 8:34:09 PM
From: Art Bechhoefer  Read Replies (4) of 60323
 
A conservative estimate of Lexar's CF revenues for the past two years would range from about $40 million to $65 million. So even if revenues are growing fast, the resulting royalties are still quite small.

I think this whole affair looks odd. I can't believe SNDK would have pursued an action of this magnitude without seeing a good chance for recovery at least 10 to 20 times higher than what was reported. Something is very strange, and it must ultimately relate to the question of how good SanDisk's intellectual property is, and whether SanDisk should be treated as a commodity producer rather than a producer of unique products. The more SNDK performs as a commodity producer, the lower its PE should be, owing to lower margins. The only other possibility is that there is something in the agreement that remains undisclosed and that will truly be beneficial. But if that is the case, then SNDK is obligated to disclose it to shareholders.
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