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Technology Stocks : WDC/Sandisk Corporation

WDC 163.58

+0.2%

Dec 1 3:59 PM EST

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To: Art Bechhoefer who wrote (23820)	10/13/2003 6:54:53 PM
From: Ausdauer	Read Replies (1) of 60323

'987 ruling is a non-event Art, yes, I believe it is a non-event. Lexar Media has already designed around '987. Everyone and his brother makes CompactFlash. Even Lexar Media has had to go after competitors one blow at a time and are their royalties any better for the effort? No, I don't think so. The ruling has nothing to do with flash chip design. I gave up on '987 after the Lexar debacle and all the bad press that Lexar wanted to spread about whether or not the CF standard was proprietary (proprietary to SNDK, that is) or an intentionally open standard created for the benefit of all making CF compatible items. At this point the CompactFlash story and '987 are water under the bridge. The future is card form factors other than CF and the cell phone market. Your assessment of SNDK's market cap has nothing to do with today's court ruling. SNDK will have a blow-out quarter because of the sale of one of its holdings, the favorable (temporary) tax rate, the build up of inventories by flash purchasers going into the Christmas quarter, and because of the benign pricing environment. Obviously Q4 is seasonally strong. They will also unveil a spotless balance sheet with a billion in cash plus other holdings. I think there is some uncertainty in 2004. I think the stock price is toppy. Do we disagree? Aus

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