WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.15

-1.9%

10:17 AM EST

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To: AnnaInVA who wrote (7460)	10/10/1999 12:09:00 PM
From: Ausdauer	Read Replies (3) of 60323

Anna, *Lexar wins lawsuit.* By posting such a terse statement and a link you underline the lack of understanding you have in your SNDK investment. If you have been following discussion here you will realize that the patent infringement suit is the only suit that matters. It will determine whether or not Lexar can continue as a profitable and viable competitor or whether it dries up and blows away. It may also serve as the test case for future litigation between SanDisk and the multitude of other CF assemblers who may or may not be using SanDisk technology "for free". BTW, the tentative discussions with Toshiba and the previously announced cooperative agreement with Matsushita indicate that CompactFlash will eventually be replaced by MMC and its derivatives. The smart money is with SNDK long-term because the manufacturing/lithography expertise of Toshiba, the core patents and multilevel cell technology of SanDisk and the additional horsepower of Matsushita will be a huge hurdle for competitors in the future. The biggest threat to CF is MMC and SD, not Lexar. Having said that, currently CompactFlash is the equivalent to Sammy Sosa or Mark McQuire in their rookie season. It is just starting to come into stride and has many good years ahead of it before it is knowingly transitioned to the next generation of flash storage. Ausdauer ($60)

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