WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.56

+0.2%

3:59 PM EST

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To: thecalculator who wrote (14451)	9/3/2000 11:18:37 AM
From: Ausdauer	of 60323

Lexar Media's dilemma ====> '987 is a core patent that is found in SanDisk's entire flash card product line. SanDisk’s patent #5,602,987 teaches and claims important aspects of the emulation of a magnetic disk drive in removable flash memory cards, such as PC CARD, CompactFlash, MultiMediaCard and the Secure Digital Memory Card. The removable flash memory card claimed in the patent appears to the computer, digital camera, digital Internet music player or other digital device to be completely identical to the industry standard magnetic disk drive although the flash memory is solid state, has no moving parts, is extremely compact and rugged and consumes negligible battery power. Therefore it is ideally suited to be the universal digital storage device in the emerging post-PC era. I am happy that SanDisk has been able to recover after the severe sell-off in May. SanDisk has doubled in the last 12 months. It is up 6 fold since the Gorilla Game thesis in Spring of 1999, and 36 fold since the October 1998 sell-off less than 2 years ago... Message 5962294 The best part is that SanDisk is only selling at 44 times my 2001 EPS estimates of $2.00/share. This estimate could prove to be very conservative. Better yet we have Q3 and the Q4 holiday quarter just ahead of us. Flash Memory..."is ideally suited to be the universal digital storage device in the emerging post-PC era." Good Luck to all SNDK longs. We're still in the first inning here, folks. Aus

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