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

To: Michael C. Woodward who wrote (2117)	12/14/1997 2:37:00 AM
From: Alexander Go	Respond to of 60323

>I'm not sure how they will answer your question on deferred revenue. >It is my understanding that Sandisk is taking a very conservative >approach and doesn't recognize revenue until the stores make the >sale. I believe that that is a good idea because they will avoid >surprises down the road (i.e. distributor returns). A while ago, someone posted a quote from an analyst who said that there was no problem with store sales. Last night, I was rereading the Sept 97 10Q. There was a paragraph discussing how license fees become deferred revenues too. It doesn't specify the proportion of license fees vs. store sales though. I'm very interested in this because if most of the deferred revenues is license fees, the $30M dollars from last quarter alone can cover the $1 EPS estimate for fiscal '99.

To: Michael C. Woodward who wrote (2117)	12/14/1997 9:43:00 AM
From: limtex	Read Replies (1) \| Respond to of 60323

Michael - Could we please ask what developments there are for the music industry. By that I mean a small mobile "Walkman" type device capable of replaying and recording. With suitable compression it sould be possible to hold a complete CD in an 84Mb CF module and such devices have the huge advantage that it may be possible to prevent unauthorised copying (to the same media) much more easily that with simple tape or CDs. In addition announcement of SNDK's CF products in this area will bring instant world wide recognition to the most important segment of the worlds buying population i.e. the young people and the kids. Apart from the benefit of a totally shock proof sound replay and recording system which might in a couple of years be cpable of recording video as well - yes a lot more capacity required but with the speed of development... OK its a maybe but.....