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Technology Stocks : WDC/Sandisk Corporation
WDC 174.21+6.9%3:59 PM EST

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To: Tumbleweed who wrote (14036)8/18/2000 5:30:38 PM
From: Michael A. Gottesman  Read Replies (1) of 60323
 
I've been off the thread for several weeks and have 600+ messages to catch up on so if I'm covering ground already addressed don't flame me.

Unless I'm missing something, it seems to me that Reimer's statement about a rework of the product is a "fait acomplie" (excuse my spelling).

IMHO they are really doing it because they know they are violating a patent and are looking for a way to continue producing flash. I wish that LEXR had raised more cash in the IPO since it will leave more $$ when we reach the damage stage of the trial.

Reimer's statement about SNDK trying to buy the company to get their technology is probably hogwash (IMHO). It would be a severe departure from SNDK management style and strategy which has always been to license or cross license technology. LEXR is about to get burned bad.

Mike G.
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