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Technology Stocks : WDC/Sandisk Corporation

WDC 169.81

+0.5%

3:59 PM EST

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To: Art Bechhoefer who wrote (20958)	10/16/2001 12:07:32 PM
From: Ausdauer	Read Replies (1) of 60323

"Given the relative difference in the size of MU and SNDK, I doubt that SNDK would mess around with a lawsuit unless it had a very strong argument on the infringing of this patent. Patent suits cost a lot -- typically running in the tens of millions of dollars just to get into court. You don't spend that kind of money unless you have a pretty good idea you'll succeed." Art, my thoughts exactly when I read the news. I don't think a suit would run on into the tens of millions of dollars, but it would be expensive and the defendant has potentially greater resources. This case reminds me of some of the earlier (circa 1997) cases against Samsung and the like. In 2000, Micron had $6.8 billion in sales. This is Samson vs. Goliath. (I guess the former would be Samson vs. Samsung.) I don't know what percentage of MU's business is flash memory, but the legal team at SNDK may have some idea as to the magnitude of a settlement or the value of a long-term license. Did you see this??? images.micron.com Aus

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