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


To: Pam who wrote (26389)7/15/2004 12:33:24 PM
From: Robert Douglas  Read Replies (1) | Respond to of 60323
 
One thing that I noticed is that lic/royalty income was flat q over q, which means for their competition it was a flat quarter with Sandisk stealing away market-share.

Hi Pam,

Not just flat but down from $48 mil. to $42 mil. It's possible that this indicates trouble for their competition. I'm not certain we can draw any conclusions since the company is tight-mouthed about their royalty and license arrangements.