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

To: Alexander Go who wrote (3631)8/24/1998 8:49:00 PM
From: A.J. Mullen  Respond to of 60323
 
I know this has been asked before, but I don't think there was a clear answer. Does anyone have any idea whether Sandisk gets any meaningful royalties for CF? I know the details will be secret, but if there were any significant royalties, surely the company would give guidance?



To: Alexander Go who wrote (3631)8/24/1998 9:40:00 PM
From: limtex  Respond to of 60323
 
Alexander -

Hitachi was always going to be the big competition. Revenues last year about $61bn.

I don't know whether they will have to pay royalites to sNDK on this product but it doesn't sound like it.

I wonder how much these new chips will be. They still have to be affordable.

L


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