WDC/Sandisk Corporation Message Board

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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 (12832)	7/12/2000 10:10:30 AM
From: quidditch	Read Replies (1) of 60323

Aus, another question is: what does Lexar show in its registration statement as its FY 99 revenues and revenues for any stub period in 2000 (probably three months ended March 31)? This would give an indication as to the revenue base Lexar has on which to calculated potential adds to royalties (aside from trebled damages and other penalties) due SNDK on IPR-covered products, assuming the parties settle. That assessment leads to the end-game assessment: which provides SNDK's business model and the adoption of CF generally worldwide: allowing Lexar to continue as a licensee, assuming terms are mutually acceptable; or trying to reap the whirlwind of "punitive" (in the business, not the legal, sense) damages. My sense is that, at the end of the day, Lexar's pocket will not be very deep, unless its insurance carrier's and policy somehow cover. Steve

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