WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (20242)	5/3/2001 11:42:10 PM
From: Ausdauer	Read Replies (3) of 60323

Lexar Media C.C. ===> Q1 was a strategic quarter Inventory Still about $16 million in inventory to move. This includes some residual infringing products which carry a 4% licensing fee to SanDisk. Probable negative product margins in Q2 Sony licenses for Memory Stick* $250,000 from Sony Memory Stick license fees in Q1 Patent Licenses* $3 to $4 million in license royalty revenues in Q2 of 2001 (mostly Samsung) conservatively $12 million in total royalty revenues in all of 2001 (maybe $16 to $17 million) Profitability by end of 2001 flash purchased on consignment (Samsung deal will insulate from flash pricing fluctuations) sale of controllers to card assemblers and OEM's(50% gross margin) Samsung/Olympus/Sony royalty & licensing (100% gross margin) phase out OEM customers (high revenue/low margin) Four major new partners signed (Samsung excluded) to be announced in May Samsung + Olympus + ??? + ??? + ??? (could these be camera manufacturers?) [someone interested in USB enabled technology and an embedded flash manufacturer were mention in the Q and A.]* Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next