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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

Nov 5 3:59 PM EST

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To: Michael A. Gottesman who wrote (10021)	4/2/2000 12:05:00 PM
From: Michael A. Gottesman	Read Replies (2) of 60323

Searched the 2/16/00 S-1 filing and the only reference I find to Mitsubishi is as follows: "Three customers, Simple Technologies, Hitachi and Mitsubishi, accounted for 47.8%, 20.4% and 14.9% of product sales in 1997." Now, that's in 1997. I wonder what percentage Mitsubishi accounted for in 1999? Maybe I'm overly suspicious (must be the lawyer in me), but based on prior business practice and the coincidental timing of the filing of the Mitsubishi complaint, who knows. It may be a negotiating ploy in the cross licensing discussions as Eli indicates but as you said Aus: "Why did Mitsubishi wait so long to file if, in fact, the standard PCMCIA ATA cards are in question." I'd have to think that Eli was in on Saturday to address both issues since the PR's were issued 1 minute apart. I just hope Eli & counsel are looking at the possible Lexar/Mitsubishi connection between the 2 matters. Mike

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