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

To: Steve 667 who wrote (4557)	1/28/1999 6:24:00 AM
From: Ausdauer	Respond to of 60323

Steve, Although SSTI is still not profitable they are counting on licensing fees to increase as licensees begin product launches. The stock rocketed after an announcement of an IBM endorsement and there is ongoing litigation (patent infringement) with Intel that may turn out favorably for SSTI. They have already successfully defended an infringement suit originated by Atmel. From the January 12, 1999 earnings release... With our robust product introduction activities this past year, our upcoming product introductions and production ramping by our licensees, SST(I) is well-positioned for the future. Bing Yeh, CEO The announcement regarding write speeds was several months ago. I believe it was posted here. I am holding a small position I started a few months back when the stock fell to cash value at around $1.75 a share. Royalty streams at this point are pretty weak, but there is substantial R&D investments and an endorsement by Eli. SSTI seems to have more potential than FLSHF. It is the first company to publicly acknowledge SNDK's CompactFlash patents and has a co-licensing agreement in place. SSTI R&D expenditures amounted to $14,527,000 on revenues of $66,875,000 in 1998. I was impressed by that figure. Ausdauer (29 1/8)