WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

3:59 PM EST

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To: Ausdauer who wrote (10198)	4/7/2000 9:02:00 AM
From: Art Bechhoefer	Read Replies (2) of 60323

Aus, if you are suggesting that companies other than Lexar owe royalties to SNDK, but are just waiting for the outcome of the patent suit, then SNDK is woefully undervalued. I doubt that is the case, however, because there are penalties for intentionally infringing patents. As far as the current price of SNDK is concerned, I think it is at least partly explained by the loss of enthusiasm generated by panic selling in response to the Microsoft decision. Like a cattle stampeed, it will take time for the herd to regroup and once again start grazing on the technology meadows. Art

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