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To: AnnaInVA who wrote (7460)10/10/1999 11:33:00 AM
From: Jason Rooks  Respond to of 60323
 
The lawsuit regarding the false advertising, in my opinion, is so inconsequential to the real issue in the SNDK v. Lexar litigation. The real issue is patent infringement and the resulting obligation to pay royalties to SNDK. The false advertising issue was discussed a couple weeks ago, and SNDK agreed to stop using the chart comparing write speeds.

If that news release caused the slip on Friday, then I'm loading up Monday. That ruling means nothing going forward. The real issue is the infringement. That, and only that, matters.

Jason Rooks



To: AnnaInVA who wrote (7460)10/10/1999 11:36:00 AM
From: Jason Rooks  Respond to of 60323
 
Additionally, that news release is from Computer Resellers. It is just reporting, two weeks late, the news that came out weeks ago. In other words, it is not a Reuters or Business Wire report.



To: AnnaInVA who wrote (7460)10/10/1999 11:39:00 AM
From: Ron C  Read Replies (1) | Respond to of 60323
 
Anna: " Lexar wins lawsuit "
That got my attention.Fortunately it is not the news that we have been awaiting. The "click to release" issue vs. "click to click" is semantics IMO. The techies need to get together and talk the same talk. Egos are getting in the way of resolve.

Is there any news re: the Patent suit?

Ron



To: AnnaInVA who wrote (7460)10/10/1999 12:09:00 PM
From: Ausdauer  Read Replies (3) | Respond to of 60323
 
Anna,

Lexar wins lawsuit.

By posting such a terse statement and a link you underline the lack of understanding you have in your SNDK investment.

If you have been following discussion here you will realize that the patent infringement suit is the only suit that matters. It will determine whether or not Lexar can continue as a profitable and viable competitor or whether it dries up and blows away.

It may also serve as the test case for future litigation between SanDisk and the multitude of other CF assemblers who may or may not be using SanDisk technology "for free".

BTW, the tentative discussions with Toshiba and the previously announced cooperative agreement with Matsushita indicate that CompactFlash will eventually be replaced by MMC and its derivatives. The smart money is with SNDK long-term because the manufacturing/lithography expertise of Toshiba, the core patents and multilevel cell technology of SanDisk and the additional horsepower of Matsushita will be a huge hurdle for competitors in the future.

The biggest threat to CF is MMC and SD, not Lexar.

Having said that, currently CompactFlash is the equivalent to Sammy Sosa or Mark McQuire in their rookie season. It is just starting to come into stride and has many good years ahead of it before it is knowingly transitioned to the next generation of flash storage.

Ausdauer
($60)