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

To: Ausdauer who wrote (10537)	4/20/2000 12:07:00 PM
From: Road Walker	Respond to of 60323

Ausdauer, Thanks for the April 7th primer on SanDisk. I will most likely lurk here until a get a better handle on the company and the marketplace, not post much. I hope you don't mind if I pop in with a question once in a while. John

To: Ausdauer who wrote (10537)	4/20/2000 12:53:00 PM
From: quidditch	Read Replies (1) \| Respond to of 60323

Aus, Zeev and Cardin: Congrats all on earnings from an infrequent poster: I think Zeev's point re. marketïs apparent revaluation of tech companies is important to keep in mind. Excellent analysis by Cardin and projection forward--although I think with capacity now established, margins could well exceed a conservative estimate of increase--question would be how additional capacity coming on line affects current gross. Maybe Michael knows Latham, Watkins rep as an IPR firm; if it is not big in that area, its hire by Lexar could presage a negoatiation and global settlement with SNDK, as certainly Latham is a big corporate outfit. $2 million, as noted by Aus, is kappa maki/bathroom paper pocket change--nada zilch, but note this from the release: . As part of the agreement, Lexar has received a license to manufacture and market Memory Stick media under Lexar's brand. This I see as a very defensive posture and possible hedging of Lexar's business model in a time of crisis. Steve