WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: kash johal who wrote (3424)	7/1/1998 6:58:00 PM
From: Ausdauer	Read Replies (1) of 60323

Kash, My question was why 2 to 4 times current royalty revenues would discourage you from investing. That was the contention of your original post. The policy of the company, as mentioned in the annual report, is to promote CF as an industry standard. They are the inertia behind the formation of the CFA. Additionally, the company is felt (at least by one investment house) to be a new breed of "FAB-less" semiconductor producers. The company realizes it is at the mercy of a wafer supplier, thus their recent investment abroad. My interpretation is that they need some capacity to meet OEM production for camera makers like Kodak and Canon, and perhaps for MMC in the not too distant future. Admittedly, they have not done well competing head-to-head with other producers of CompactFlash cards. I do not disagree on this point. Ausdauer

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