Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (22173)	4/4/2000 8:16:00 AM
From: Knight	Read Replies (4) \| Respond to of 54805

SNDK Patents Would any of you SNDK followers be willing to provide your interpretation of these two recent announcements related to SNDK patents/IP. I don't own SNDK yet, but am considering taking a position based on the Lexar victory. However, the Mitsubishi suit tempers my enthusiasm. I'm trying to get a better understanding of the breadth and defensibility of their patent portfolio. Also, trying to determine the length of CAP it provides. (I.e. Is this an area where a discontinuous innovation is likely within the next year or so that would replace them.) Announcements: "U.S. Federal District Court Rules That Lexar Infringes on Key SanDisk Flash Memory Patent" biz.yahoo.com "Mitsubishi Files Patent Infringement Complaint Against SanDisk Subsidiary in Japan" biz.yahoo.com I started GG investing in January after reading the field manual in late '99. Unfortunately, I didn't have enough knowledge of SNDK and RMBS at the time to invest (kicking myself now). With SNDK now about 40% off it's high, I don't want to be looking back a few months from now and kicking myself for missing another great buying opportunity--which it probably will be if this lawsuit victory turns out to be a seminal event.