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


To: Rocky Reid who wrote (10063)4/3/2000 8:31:00 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Rocky,

I recently responded to you that SanDisk's business model is "three-pronged"...

***direct sales (retail and OEM) of finished product
***royalty/license based for "naked" flash memory chip manufacture by direct competitors for direct competitiors (Toshiba to Lexar is one example)
***royalty/license based from CF assembly (disputed, in part)

Message 13310275

The favorable decision we learned about last week is a strong indication that each of these facets of SanDisk's mechanism for revenue generation are falling into place.

We may be way, way, way ahead of the curve on this.
Perhaps I should temper my enthusiasm.
I apologize for cheerleading,
although I feel I am acting
according to my deep-seated
beliefs and strong
intuition
about
SanDisk.

Ausdauer