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Technology Stocks : WDC/Sandisk Corporation
WDC 174.21+6.9%Nov 10 3:59 PM EST
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To: Ausdauer who wrote (12806)7/11/2000 7:24:29 PM
From: quidditch  Read Replies (1) of 60323
 
Thread, Aus: the disclosures in the amended registration statement are powerful, straight-forward and comprehensive, pulling no punches. If Lexar has played cute and dirty in the past, I think it has realized it is come to Jesus time. That's not to say that any re-designed controllers or other product features that may infringe on other SanDisk patents may not skirt the edge of fair business practice; but scrutiny from Eli, the competition and the possibility of additional willful infringement is a powerful disincentive to do so.

I note the following excerpts:

The existence of the SanDisk litigation has had and in the future could have an adverse effect
on our ability to attract and retain customers.... Accordingly, the terms of any license might adversely affect our margins and our ability to compete with
SanDisk and others....

We are in the process of redesigning our products in an effort to avoid infringement of SanDisk's patent. However, we cannot assure you that these efforts will be successful. Even if successful, these efforts may not result in a competitive product and could require a substantial period of time to complete.

The second bolded excerpt sounds like game over to me.

Steve
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