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: pompsander who wrote (25371)	3/16/2004 12:32:49 PM
From: Art Bechhoefer	Respond to of 60323

The key issue regarding royalties is the impact on profits of the licensees. To the extent that royalties are paid to SanDisk, SanDisk will find it easier to remain a lowest cost producer. This is a good situation to be in if there should be a glut at some future time, since the licensees would have a more difficult time meeting prices of SanDisk units. On the other hand, there must be some types of flash memory where no royalties are owed to anyone, in which case competition could be fierce. The high ticket items, however, still seem to have a lot of patent protection. As an example, the SD and miniSD form factors are patented. So are certain controllers. Art