WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 174.30

+0.1%

10:14 AM EST

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To: Jerome Wittamer who wrote (2828)	4/16/1998 3:18:00 PM
From: Jason Rooks	Read Replies (1) of 60323

A few more variables to keep in mind. The lawsuit with Lexar. If SNDK lost, then potential big problems if intellectual property assets were threatened. Also, Intel and Toshiba's competing flash cards, miniature card and smart media. I am pleased to see the CF standard slot is being touted by manufacturers of PDAs, dig cameras, smart phones, etc... I just worry about Intel's muscle and ability to force design-ins with its miniature card standard. So far, CF is being welcomed with open arms. I am extremely if not overly optimistic about SNDK. I have been in since it was 13, and do not plan to get out for a long time. I'd only be accumulating, but I've got no $$$ or margin.

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