WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.26

-4.4%

1:01 PM EST

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To: Steve Lee who wrote (16306)	10/30/2000 5:39:29 PM
From: Road Walker	Read Replies (4) of 60323

To those than wonder why SanDisk stock isn't performing well, a random thought. Companies whose primary business is intellectual property haven't been held in high esteem by the street lately. Witness Rambus. I wonder, since a significant portion of SanDisk valuations are IP and their ability to license, if that isn't affecting the stock price. If you look at the counter-suits against Rambus they are vaguely similar to the Lexar suit against SanDisk. I wonder if SanDisk is at least partially being painted with the Rambus brush. Just a thought, opinions welcome. John

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