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To: tom pope who wrote (268)	4/15/1998 9:33:00 AM
From: Sam	Read Replies (1) \| Respond to of 2025

Tom, " A look at SNDK's chart since 10/97 shows pretty chillingly that it is possible to be a leading independent and have a falling/stagnating stock price." SNDK's stock just got way ahead of itself last fall when it shot up to 40. Reflects its huge potential, yes, but that potential is only just beginning to show. Look at their royalty revenues--up strongly each year in the past three, will be up strongly again for at least the next several years. The shoot up in the fall reflected the excitement that their patents actually won the day in court, and Toshiba, Hitachi, Samsung, all the biggies (or almost all) now pay SNDK to produce flash. And will continue to pay for the foreseeable future. That of course doesn't mean that they won't eventually find a way around those patents, but (I am not a patent attorney!) my understanding is that they are pretty broad, and it won't be easy. SNDK is still the best pure play in flash that I know of. If you look at the stock price from the past 2 years (rather than from just last fall), you get a better picture. Still hasn't set the world on fire, but it might over the next 2 or 3 three years. Sam

To: tom pope who wrote (268)	4/17/1998 10:02:00 AM
From: Sam	Respond to of 2025

Perhaps OT, but another note on SNDK competition in flash and their royalties SNDK's major competition in flash (according to their annual report, which I just got yesterday): Hitachi, Sharp, AMD, Intel, Toshiba, Siemens, Samsung, and perhaps one or two others that I am forgetting right now. They are getting patent royalties from Hitachi, Sharp, Intel, Toshiba and someone else that I am forgetting (5 companies are paying them, they have filed suit against others, who they haven't as far as I know named). Then there is also clik from IOM, and SmartMedia from Toshiba which vy with flash in various markets (especially digital cameras for the moment, although the former hasn't yet actually been used by anyone).