WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Reseller who wrote (18974)	2/7/2001 9:10:58 PM
From: Ausdauer	Read Replies (1) of 60323

Reseller, Not to be excessively pessimistic, but... ...if you can use SanDisk's patented controller license-free, then why pay Lexar anything??? The fact that we haven't seen any new '987 royalties despite the settlement is disconcerting. No details given at the SNDK c.c., only that '987 also covers CF, plus MMC and SDMC. I hope that SanDisk legal is working day and night to make the '987 royalties materialize. The consumer market seems to be a race to sell inventory before price points erode to levels below the sum total of raw material and assembly costs. The only way to do this is sell everything each quarter, replace inventory with lower cost product, and sell that before the next manufacturing run. That seems to be a killer task. Without vertical integration, a timely retail sell-through and some cushion with royalty payments it would seem that success in this market will be hard to come by. Aus

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