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Technology Stocks : WDC/Sandisk Corporation
WDC 179.56+0.7%Dec 24 12:59 PM EST

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To: TREND1 who wrote (12818)7/11/2000 10:25:43 PM
From: Ausdauer  Read Replies (1) of 60323
 
Larry,

re: The Microsoft Trial

I have covered SanDisk's patent defense history in my investment case and don't feel compelled to repeat it here as I have now linked it innumerable times of late (NOTE: done for the benefit of new investors looking for a starting point for their d.d. files and because SI has no way of referring to old links that is convenient).

There is no way to interpret Lexar Media's SEC filing in any other way than extremely cautionary. Pinning their hopes on the outcome of a patent nullification trial against an established industry leader seems unjustifiably risky for reasons I have described. Portions of the '987 patent in question reportedly date back to the late 1980's. The '987 patent itself was awarded in 1997. To date it has been "unchallenged".

How defensible are the CF assembly patents? That remains to be seen. Ask yourself though, have you ever attempted to purchase Toshiba, Hitachi or Samsung CompactFlash cards in the USA?

P.S. Nice to know you were an "honest witness". I guess the other witnesses aren't required to take an oath or cross their fingers behind their back.

Ausdauer
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