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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (9870)	3/28/2000 4:42:00 PM
From: Rocky Reid	Respond to of 60323

This stock is not for the squeamish, that's for sure! I bought in today, a day where technology is taking a hit, and SNDK is no exception! In at $133 1/2, I'm down $3 so far. Oh well, hopefully the techs will rebound soon and we'll see SNDK rebound with them. Just wait for the press release saying Sandisk SD cards are shipping...BAM!

To: Zeev Hed who wrote (9870)	3/28/2000 5:42:00 PM
From: Sam	Respond to of 60323

Zeev, The royalty arrangements are confidential. Almost the only thing I have read about them is that they are higher than average, based of course on a percentage of selling price, so any price war in flash would hurt in two ways. I think, but cannot say for sure because it was a long time ago, that I read that the average percentage is something like 4%, but Sandisk asks for and gets nearly twice that. I'm not really sure what the percentage is of, though, it can't be final retail price, I don't think, but perhaps someone else can shed more light on it. Or perhaps someone who attends the annual meeting in 6 weeks or so can get some more details. I wouldn't hold my breath, though, they have historically been pretty close mouthed about it. Sam