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

To: Art Bechhoefer who wrote (19259)	2/22/2001 11:31:40 AM
From: Dale Knipschield	Read Replies (1) \| Respond to of 60323

Companies are quick to promote the positive aspects of their business, so I would guess that the story on royalties/licensing for SNDK is not good. If not, how to explain the silence? Regards, Knip

To: Art Bechhoefer who wrote (19259)	2/22/2001 9:07:35 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"Aus, concerning royalties/licensing, SNDK is very silent. I've sent two fax letters and made three phone calls to Calderoni, but haven't heard a peep in more than two weeks. Will advise if I hear anything." Art, I think there are a myriad of possibilities... 1) '987 licenses are negotiated, but not finalized so discussing them is both premature and unwise. 2) SanDisk is waiting for the CF and MMC standards to gain a solid foothold before enforcing '987 patents. 3) The large collection of CF assemblers using Hitachi's C-series controller are balking at licenses. 4) Half of the CF assemblers are willing to sign on while the other half is contesting. SanDisk can't announce anything until everyone is on board for fear of revealing that some assemblers are contesting '987. 5) SanDisk is waiting to announce CF and MMC licensees jointly since both are founded on '987 and most assemblers will produce both card form factors. 6) '987 is unenforceable. 7) SanDisk doesn't plan on announcing anything one way or the other. 8) Potential licensees are looking into licenses from Lexar Media before signing on with SanDisk (comparison shopping). Aus