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Technology Stocks : WDC/Sandisk Corporation
WDC 176.37-5.8%3:59 PM EST
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To: orkrious who wrote (16122)10/26/2000 3:30:30 PM
From: Rocky Reid  Read Replies (2) of 60323
 
I gathered from the Lexar CC that the new "non-infringing" CF cards are not shipping, and no evaluation units are available as of yet.

But perhaps pre-production units shipped to partners like Nikon and word is slipping out that either compatiblilty issues have cropped up, or performance has taken a hit.

Or, perhaps pre-production units have found their way to dissection tables in Sunnyvale and they have been found to potentially STILL violate the Patents in question.

Either way, today's 25% dip in LEXR shares couldn't have happened to a nicer company.
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