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Technology Stocks : WDC/Sandisk Corporation
WDC 159.96-2.2%3:59 PM EST

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To: Art Bechhoefer who wrote (4892)2/26/1999 10:40:00 AM
From: Ausdauer  Read Replies (1) of 60323
 
Art,

I guarantee that you will have no success trying to ungnarl the complicated web of cross-licensing arrangements and royalty fees.

As I am not qualified to assess the solidity of SanDisk's "proprietary technology" I cannot respond to your comments. I guess it really comes down to which technologies you are referring to. Do you feel confident making the statement that SNDK's patent portfolio is less valuable just because Sony has a new product release? I think that is a case of oversimplification.

Ausdauer
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