WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.34

-5.8%

Dec 12 9:30 AM EST

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To: Road Walker who wrote (19913)	4/2/2001 5:33:56 PM
From: Art Bechhoefer	Read Replies (1) of 60323

Other new things in the SEC filing that I hadn't seen earlier include some details on the different types of licensing agreements between SNDK and its competitors. One of the cross licensing agreements is made in return for manufacturing capacity. That one we knew about earlier, but it is an example of an agreement that can produce a lot of trouble and no revenues. Who needs more manufacturing capacity when there still is excess inventory? In fact, that agreement not only does not benefit SNDK, it actually works against SNDK because it allows the competitor to sell chips that use SNDK patents, without paying any royalties. Art

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