WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Pam who wrote (28189)	5/12/2005 11:39:59 AM
From: slacker711	Read Replies (2) of 60323

IMO, Lexar is going after both Toshiba and Sandisk with their injunction. At the 25 minute mark, Lexar's CFO talks about the injuction going after Toshiba and any partners of Toshiba (specifically mentions Flash Vision). veracast.com He mentions that current chips on the market incorporate 7 trade secrets. If true, it would seem to me that Sandisk's license would be unlikely to cover trade secrets. The trial has been delayed because the judge got hurt. Perhaps, Sandisk's price cuts on the low-end have less to do with inventory than with going after Lexar. Lexar's current financial situation would seem to mean that they are gambling the company on an injunction. If they dont get one, I would assume that Toshiba's appeal would forestall any payments on the recent reward. Slacker

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