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

To: Ausdauer who wrote (15829)	10/22/2000 11:14:17 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Regarding licensing and royalties, I think the significance of the slightly lower projection for Q4 of $17 million, down from about $18 million or so, reflects simply the wish to exclude one-time licensing fees from any estimate of future fees. I've noticed QUALCOMM does the same thing. You can't predict when a license, or if a license will be granted, but you can estimate a continuing royalty stream. I think without too much trouble one could plan on MORE than $17 million for the current quarter, but the company cannot make a forward looking statement that is based on essentially one-time events. Art