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

To: rll who wrote (10060)	4/3/2000 7:22:00 PM
From: Michael A. Gottesman	Respond to of 60323

Now lets address 2 issues: 1. The patent in question in the lawsuit with Lexar deals with "important aspects of the emulation of a magnetic disk drive in removable flash memory cards, such as PC CARD, CompactFlash(TM), MultiMediaCard and the Secure Digital SD(TM)) Memory Card." I'd appreciate some discussion as to the import and scope of this particular aspect of CF. It is an aspect common to all flash memory and necessary to its basic functionality. 2. The Mitsubishi case (and we've touch on this issue slightly) - Mitsubishi is responsible for 14.9% of Lexar card sales in 1997 (as per the Lexar filing). If Lexar is selling them flash cards and Lexar violates SNDK patents, how can Mitsubishi, with any validity, claim SNDK violates their patents. If so, why isn't Mitsubishi producing their own flash instead of buying from Lexar under a private label agreement. Any thoughts? I realize that Mitsubishi is probably trying to negotiate a better cross-licensing deal as Eli stated, but it seems this is at least one defense to the action. Mike G.

To: rll who wrote (10060)	4/3/2000 8:16:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

rll, Have you seen the movie called "Rounders" with Matt Damon and John Malkovich? It is all about having a sense for the game of poker and the ability to either bet your entire stack of chips or fold your hand based on your survey of both the likelihood of success from a statistical basis and the knowledge of your opponents mannerisms. There are corollaries to this in the world of investment. Part of investing is knowing when there is a material occurence for a stock you are holding and getting a sense for the possible number of scenarios or options left which can defuse the company you are following. The recent court decision is, perhaps, the most eagerly anticipated event of the past two years and yet this stock goes totally in the opposite direction. Despite SanDisk's generous valuation, I find today's fall back quite unexpected. There is not a doubt in my mind that the number of people interested in the decision and knowledgable about the potential ramifications is much too small to move this stock. This is the only logical conclusion that can be drawn. You stated... Let's not get carried away. SanDisk's patents are for flash solid-state memory. There are a few promising new technologies that could be commercialized in the next year or two which could replace flash. I could not disagree more with this statement and I am prepared to call your bluff with solid, factual information which indicates that flash memory is firmly entrenched in its current "niche" for the foreseeable future as it relates specifically to high capacity, non-volatile storage for consumer devices. I will also submit that this "niche" is so vast that if you stand directly in the middle of it you can't see either side and you can barely perceive the sun's penetrating rays of warmth above you as you walk aimlessly in the bottom of this cold, damp abyss. NOW WHICH TECHNOLOGY IS PREPARED TO REPLACE FLASH RAM IN THE NEXT 12-24 MONTHS??? Ausdauer "Still waiting for that '10-million-shares-traded' day."