WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

3:59 PM EST

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To: Craig Freeman who wrote (10130)	4/4/2000 10:04:00 PM
From: Art Bechhoefer	Read Replies (2) of 60323

Craig, thanks for your insights into the motivation behind the M patent challenge. If there were something serious here, I think Mitsubishi would have pursued its case in the U.S., thereby opening up markets here. They may want to ensure a captive market in Japan, but what if people start ordering Japanese cameras without ANY memory card and then add the card when the camera is sold in the U.S.? Contrast this to the Texas Instruments case on integrated circuits several years ago. Texas Instruments sued the Japanese on their home ground and won big time. They also sued U.S. companies and won. I'd be very surprised if this latest challenge goes anywhere. Certainly it has little, if any impact on the recent price fluctuations of SNDK. Art

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