WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 161.05

+3.5%

3:59 PM EST

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To: limtex who wrote (15938)	10/24/2000 9:55:55 AM
From: Ausdauer	Read Replies (1) of 60323

Limtex, I can only focus on patent defense now as I think I can get my arms around it. I cannot get my arms around market psychology. Others share your level of frustration, including me. Regarding Lexar, there are such things as open standards with proprietary facets. The argument that Lexar is currently making seems flawed for reasons I have explained in my previous post. In fact, the last two arguments that Lexar has presented (SmartMedia patent infringement and now this) seem quite weak given the history Reimer has with SanDisk. In fact, Reimer's prior employment will likely injure their legal tactics against SanDisk. This is actually the genius behind SanDisk's decision to pursue Lexar Media first and use the results as a precedent setting case. The fact that there are already CF assembly licensees which are recognizing SanDisk's IP also hurts them. The fact that there are profitable flash card manufacturers also lessens their positon. Simple Technology will report today, for example. I am interested to hear Eli's response, particularly to this remark... "We are also pleased that the Court will review SanDisk's patent misuse which includes our allegations of unlawful tying whereby SanDisk has refused to license the '987 patent unless the licensee purchases flash memory from certain SanDisk designees." Recall that Toshiba purchased a portion of Lexar Media from Simple Technology and even mention in their prospectus that this relationship did not lead to an unfavorable purchasing arrangement with Toshiba (and market rates were paid for raw flash). Also, as has been mentioned, there is a very limited number of ultra-high density NAND manufacturers. It seems unlikely that SanDisk would force a licensee to decide on the source of NAND. All IMHO. Ausdauer

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