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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Artslaw who wrote (8036)11/8/1999 11:48:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 60323
 
If it does open down like that, it would be a huge buying opportunity, imo. The patent in question is not important to Sandisk or the development of flash. And, as Ausdauer has noted, the ruling does nothing to show that Sandisk has infringed. The issue was simply whether Lexar has a patent at all. They do. So? That doesn't mean that Sandisk has violated that patent. That question was apparently not even a part of that case.

I have posted the abstracts for the two patents in post 8029, upstream. Read them. It seems pretty clear to me that Lexar's is for a specific behavior of storing information in flash, while SNDK's is for flash itself. The SNDK patent is more central.

And this is borne out by the number of references made to it in other patents. No one has bothered to reference the Lexar patent, but Sandisk's has been referenced 26 times.

Best,
JS



To: Artslaw who wrote (8036)11/9/1999 8:19:00 AM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Steve,

regarding: After Hours Trading

I feel sorry for anyone who sold SNDK shares after hours based on the Lexar Media press release.

The "shock value" of the information offered by the Lexar general counsel appears to have undermined investor confidence in SanDisk. Clearly, the little guys like us are the only ones who get hurt by such wrecklessly crafted press releases.

This promulgation of this type of information (and whatever hidden agendas are served) constitutes reprehensible behavior in my books.

messages.yahoo.com

I would expect no less of Lexar Media.

I think we should all write to the business wire that acted as a conduit for this torpedo.

Ausdauer