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

To: Don Hess who wrote (8965)	1/28/2000 12:52:00 PM
From: Sam	Respond to of 60323

Don, To some extent, I agree with you. But the issue goes beyond Lexar itself, it goes to Sandisk's IP and patents. Royalty income is an important part of their profitability right now, a very important part. If Lexar gets away with infringement, then others will too. Until Sandisk gets to be a manufacturing behemoth in its own right--which we hope that their JV with Toshiba will help them to become--and until the flash market matures somewhat, with the primary and secondary players established in their niches and respective market shares (with Sandisk, of course, being one of the primary players!), every infringement case will be important, IMHO. Meanwhile, people should prepare themselves for some volatility over the coming weeks. We really need some basing action here, we're way overextended. A fall to 110 or even back to 100 wouldn't be surprising. Especially if the general market gets weak. As it looks like it will be. Sam