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

To: orkrious who wrote (13731)	8/8/2000 8:08:35 PM
From: wily	Read Replies (2) \| Respond to of 60323

Jay, 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. Look at the table on page 6, in the cost row, in the MMC column -- it says: MMC cards have mid-level ASP's and incur some costs at the system level; no royalty fees This is in direct contrast to the royaly comments regarding memory stick, for instance. Re: 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,... I thought cross-licensing was a cancelling of royalties due.(?) Re Clearly, Hitachi is paying them royalties They may be paying royalties but not necessarily on MMC. wily