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

To: Ausdauer who wrote (18975)	2/7/2001 10:24:40 PM
From: Reseller	Read Replies (1) \| Respond to of 60323

Re: The fact that we haven't seen any new '987 royalties despite the settlement is disconcerting. I would think that it would have been pretty hard to demand royalties from others as long as LEXR was in dispute. There also seems to have been an issue of demand that looks like would not have been satisfied had the others not been contributing to the supply. I tend to subscribe to the necessary evil of having competitors around if for nothing else for their production. Hopefully in the near future we will not only see further royalty agreements but far greater production capabilities. I do think Eli has been most wise and extremely cleaver to have apparently manipulated the industry in SNDK's favor. Regards Reseller