Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Art Bechhoefer who wrote (19603)	3/13/2001 3:32:22 PM
From: JH	Read Replies (1) \| Respond to of 60323

SNDK and CSCO are both priced at $21 at this moment, making it easy to compare their relative performance into the future. Unless SNDK becomes more proactive in disclosing details surrounding their royalty receipts, I'm afraid they will forever be regarded as just another commodity flash memory maker. The good news is that a recent study projects digital camera ownership to double again in 2001: dpreview.com

To: Art Bechhoefer who wrote (19603)	3/13/2001 6:49:54 PM
From: Ausdauer	Respond to of 60323

Art, Nice that you had the chance to speak with Mr. Calderoni. I think that it would be great if SanDisk gave more info about licensing strategies in the quarterly or annual reports, but I am sure that offering details weakens their ability to negotiate subsequent licenses. Thus, you end up with just a list of licensees, but you never know exactly who is paying for what and for how much. The vagueness of the licensee list is undoubtedly planned. I guess I don't have a problem with not knowing details, but I would like to know some general information about CF/MMC card assembly licensure. Hitachi is killing us by supplying all of our competitors with raw components. Let's face it. I agree with Jim Greif that the lack of any material announcements regarding new design wins, new OEM's (MMC and SDMC) and new licensees is bothersome. When does the 10Q come out? If there isn't any new info that is forthcoming, well, Mr. Calderoni deserves to have his phone ring off the hook and his e-mail box bursting at the seams. Aus