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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: Art Bechhoefer who wrote (18985)2/8/2001 1:34:11 PM
From: Ausdauer  Read Replies (3) of 60323
 
"As to whether other competitors of SanDisk are paying royalties,
I have expressed some concerns for well over a year that all the
cross licensing agreements between SanDisk and other companies
like Intel, Toshiba, Hitachi, etc. may have turned the removable
flash memory business into what is hardly more than a commodity
business, where the lowest cost producer eventually wins over the others."

Agreed. Cross-licensing is a double-edged sword.

Art, so do you think '987 is unenforceable?

I mean, okay, Lexar has paid, but will others pay?
Why doesn't management spell this out for us, at least
in general terms? I feel like I have been mislead by
the statements made during prior c.c.'s that suggested
the there were people actually interested in getting
a '987 license, yet none have been announced other the
TDK agreement.

It is clear that MMC appears to be following the same
damn path as CompactFlash. Everyone and their brother
is going to have a card on retail shelves and nobody
is willing to recognize the portion of the technology
that SanDisk developed. That goes counter to my prior
understanding of the SanDisk business plan and goes
counter to the suggestions Eli has made and what Cindy
Burgdorf personally told me in Spring of 1998.

I hate living in limbo. Now we have to wait another 3 months
in the hope of some brief mention in the c.c.???

That sucks.

Ausdauer
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