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

To: hueyone who wrote (13689)	8/7/2000 11:27:03 AM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Good Morning, Huey. I am in the process of printing birthday pictures on my Epson PhotoStylus 750 to send off with the thank you cards my wife is writing. Thanks for your considerate response. I have taken a lot of shrapnel over the weekend and was starting to get a bit shell-shocked. Thanks also for organizing and summarizing our discussions to date so succinctly. I e-mailed SNDK on Friday about the ADC controller and suspect they will elect to reply either that a) no licensing exists, b) a license may exist, but terms are confidential or c) that no licensing exists currently (as the product was just released), but they are researching the matter. You stated... With regard to SST doing a poor job leveraging its IP and being short term focused, I disagree and wish to make a post regarding this subject at a later date. For now let me say that both expanding margins and bottom line growth in EPS, which in SST's case is nothing short of spectacular and is superior to that of SNDK's, are pretty good indicators of how well this company is capitalizing on its SuperFlash IP. I perhaps stated things too strongly. I believe that the IP's are leveraged differently with different results. SSTI has leveraged it against production capacity at various partner's foundries. The result has been spectacular product revenue growth. SanDisk has leveraged their IP primarily to benefit from the broad acceptance of high and ultra-high density flash. The result has been spectacular royalty revenue growth. I have offered a formal apology to thread contributors who own both SNDK and SSTI. As I stated earlier, my intentions are to try to delineate the borders of SSTI and SNDK, not to hype one stock at the expense of the other. Earlier (more civil) discussion earlier on this thread between Craig Freeman and Derek C and myself also explored this. Have a great day and don't work too hard. Aus