WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.45

+3.0%

Nov 25 3:59 PM EST

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To: Bill Zeman who wrote (4816)	2/20/1999 9:07:00 PM
From: Craig Freeman	Read Replies (1) of 60323

Bill, SNDK has been receiving the same $8M in royalties each period since I first started watching. If royalty income was related to unit or gross sales within the industry, it would be rising. So one must conclude that the payments are "per annum". Sony isn't contributing a dime and, according to SanDisk, presents a real threat. From SNDK's quarterly report: "The Company currently earns patent licenses and royalty revenues under six cross license agreements, with Hitachi, Intel, Samsung, Sharp, Silicon Storage Technology, Inc. ("SST") and Toshiba." "Although the Memory Stick is proprietary to Sony, its possible adoption and widespread use in future products may adversely impact future sales of the Company's MultiMediaCard and CompactFlash products." Ausdauer must be very pleased to have "lightened up" his SNDK holdings at $28. Craig

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