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: Ausdauer who wrote (18114)	1/10/2001 7:38:11 AM
From: Road Walker	Read Replies (2) of 60323

Aus, The one thing that Eli didn't mention in the interview was IP royalties. I wonder if they are deemphasizing that portion of the business model, using IP as more of a trade off (for capacity or technology) than a cash flow generator. "Low cost producer" can be the most important part of any business model. It gives you wiggle room, makes everything you do easier than what your competitors do. Marketing, that's still the weak link, John

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