WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: hueyone who wrote (18528)	1/25/2001 12:10:31 AM
From: Michael Kim	Read Replies (3) of 60323

Aus, any take on the licensing revenue situation? I mean royalties of $15 million per qtr - what's that about? Weren't we comparing SNDK to RMBS at one point and that the royalties were the creamy rich gravy to revel in? Two prior CC's mentioned TDK as the sole "potential" new licensee...I still have yet to hear of that actually materializing, and where are all the others? This is most troubling to me - I hate running out of gravy!! I am definitely miffed at Eli's recent bullish comments preceding this downbeat quarter. How do we as investors reconcile his insistence on there being no overcapacity or demand problem two weeks ago with the guidance of today?? However, in his defense he is working with companies that have product they are getting ready to release later this year. He can be enthusiastic because he knows what's coming - but if anyone wants to buy this stuff, it's just not even available right now. You still cannot purchase a Palm Pilot that accepts any Sandisk product. A lot of the new demand drivers that we have been counting on are just now ramping up (Compaq iPAQ PDA, cellphones, internet appliances) or will not be in the market until later this year (Palm). Certainly Eli is more excited about what's coming down the road because he's seen it and touched it... Hang on until the 2H '01...

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