WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 174.21

+6.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (10537)	4/20/2000 12:53:00 PM
From: quidditch	Read Replies (1) of 60323

Aus, Zeev and Cardin: Congrats all on earnings from an infrequent poster: I think Zeev's point re. marketïs apparent revaluation of tech companies is important to keep in mind. Excellent analysis by Cardin and projection forward--although I think with capacity now established, margins could well exceed a conservative estimate of increase--question would be how additional capacity coming on line affects current gross. Maybe Michael knows Latham, Watkins rep as an IPR firm; if it is not big in that area, its hire by Lexar could presage a negoatiation and global settlement with SNDK, as certainly Latham is a big corporate outfit. $2 million, as noted by Aus, is kappa maki/bathroom paper pocket change--nada zilch, but note this from the release: . As part of the agreement, Lexar has received a license to manufacture and market Memory Stick media under Lexar's brand. This I see as a very defensive posture and possible hedging of Lexar's business model in a time of crisis. Steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next