WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.58

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3:59 PM EST

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To: Art Bechhoefer who wrote (20708)	8/13/2001 9:23:06 PM
From: Ausdauer	Read Replies (1) of 60323

Art, you can see how the settlement with Lexar really smarts. Message 16206677 Lexar is signing more and more licensees to its controller technology. These licensees generally buy flash from sources other than SanDisk/Toshiba and then compete head-to-head with us at the retail level. I had hoped that '987 was impenetrable, but now it looks like SNDK made great concessions last Fall with the only reward being the one-time payment by LEXR and a fully paid-up SmartMedia license for the ImageMate product line. The one hope that I am holding out for is that NAND manufactured with MLC technology will not be covered by Lexar's non-infringing controller. One has to believe that the controller technology for MLC is significantly more complicated that standard NAND. I think only time will tell if this expectation is realistic. If I were able to get through on any of the c.c.'s this is the first question I would ask Eli. Aus

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