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

To: wily who wrote (13714)	8/8/2000 3:33:07 PM
From: Jason W	Read Replies (2) \| Respond to of 60323

Someone say something nice about SNDK... man, alot of people must read this thread, because SNDK is dropping like a stone... Jason

To: wily who wrote (13714)	8/8/2000 3:59:02 PM
From: John F Beule	Read Replies (1) \| Respond to of 60323

MUNICH, Germany, Sept. 10, 1998 – The new MultiMediaCard Association, established in May, 1998, with 14 industry-leading companies, has more than doubled in size with 15 new firms joining including major manufacturers such as Sony and Advanced Micro Devices. The announcement was made today at a press conference held by SanDisk Corporation (NASDAQ: SNDK). SanDisk, along with Siemens AG of Germany, introduced the ultra-small, removable memory card in November, 1997, as a new storage standard for mobile phones, audio players, voice recorders and other small, portable electronic devices. Has anything changed since this announcement? John

To: wily who wrote (13714)	8/8/2000 7:52:48 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

You can see in the table on page 6 that Hitachi pays no royalties on their MMC or their CF cards. Wily, I read the white paper and I don't see any discussions of royalties at all. I wouldn't assume they don't pay royalties. (see below) Possibly they are cross-licensed with Sandisk somehow. I did a search on the SNDK website for Hitachi and came up with the following: SANDISK ANNOUNCES RECORD REVENUE AND EARNINGS SUNNYVALE, CA, October 15, 1997 ...Revenues from licenses and royalties in the current quarter increased by $2.5 million, to $5.9 million, attributable to recent cross-license agreements entered into by SanDisk with Hitachi,... Clearly, Hitachi is paying them royalties.