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

To: Cooters who wrote (15301)	10/3/2000 7:52:09 PM
From: Steve 667	Read Replies (1) \| Respond to of 60323

While it is the policy of Sandisk not to give details of royalty agreements, they might be willing to answer the question as to whether or not royalties are in fact involved in the cross licensing agreeements, without giving the specifics. This might be a good question for the conference call in a few weeks. And regardless of the answer, it will give us all food for joyous speculation for months and months to come. :-) P.S. What is a Cooter. Is it like a Hooter? Steve 667

To: Cooters who wrote (15301)	10/4/2000 2:26:25 AM
From: The Prophet	Read Replies (1) \| Respond to of 60323

Agreed. And since Harari has previously said that SNDK receives royalties from Hitachi and Intel, I would suspect that in fact the moneys flow more to SNDK than vice versa.

To: Cooters who wrote (15301)	10/4/2000 4:55:17 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Cooters, I'm just reading the press release, which says in effect that Hitachi and SanDisk are going to be producing flash memory using each other's patents, and notes as well that SanDisk gets a claim on some production from the Hitachi plant. There was a qualifier clause in the press release, which leads one to believe that SanDisk might have some key patents that it is NOT cross licensing, so that a SNDK unit might have some different characteristics from a Hitachi unit. But I think the thrust of the press release is clear: Both companies are producing flash memory units using each other's patents--a situation that eliminates the need for either to pay royalties to the other.