WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 212.19

+5.9%

Jan 12 3:59 PM EST

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To: Robert Douglas who wrote (27302)	1/26/2005 2:32:16 PM
From: broozer	Read Replies (1) of 60323

Yet the portion of their business that is from license and royalty is dropping. I've got to conclude that their royalty stream is not going to be the asset I thought it was earlier this year. One important point here that I failed to make on my prior post....there is a 1 quarter revenue lag on the reporting of L&R revenue. So, in Q4 they will be reporting the L&R revenue from Q3. In Q105, they will be reporting the Q404 L&R revenue.

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