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

To: Ausdauer who wrote (10695)	4/28/2000 11:15:00 AM
From: Rocky Reid	Respond to of 60323

Ausdauer wrote: >>currently I am skeptical that the royalties paid indirectly to SanDisk by the smaller CF assemblers through Hitachi or Samsung or Toshiba even scratch the surface of the possible royalties to be realized by a successful defense of the '987 patent.<< I am skeptical too- especially as Sandisk has been very quiet about Sony's Memory Stick which also violates the Sandisk Patent (at least, in my interpretation of it). Sandisk is perhaps waiting for the verdict of the Lexar case before approaching Sony for license agreement (with court decision in hand) or slapping a multi-million $$$ injunction against Sony if this fails. Maybe I should keep this quiet though. Oops, too late.

To: Ausdauer who wrote (10695)	4/28/2000 11:38:00 AM
From: Binx Bolling	Respond to of 60323

"Each comes with a mind-blurring array of specifications and options: CompactFlash or SmartMedia storage? One, 2 or 3 megapixels of resolution? ...." "Picture storage and battery life are also important factors to consider. The former comes in two types: SmartMedia cards, used mainly on Olympus and Fuji digicams, now range up to 64 megabytes in size, while CompactFlash memory cards, used in the majority of digicams, have leapfrogged ahead to 160 megs and up. IBM has upped the ante with an even bigger format called "CompactFlash II"; it uses the world's smallest hard drive to park up to 340 megs of picture information, although few cameras support this yet (Canon and Casio are notable exceptions). With either standard, expect to pay about $2 per megabyte, which is cheap for digital-camera history but horribly expensive compared to hard drives." washingtonpost.com

To: Ausdauer who wrote (10695)	4/28/2000 2:50:00 PM
From: Art Bechhoefer	Respond to of 60323

"When the analysts finally figure this out we will be setting new highs once again. In the mean time I am tucking away shares at these prices." The ramifications of intellectual property rights regarding specific technologies is an area not understood well by many analysts with primarily financial backgrounds. If they see this at all, it will only be after the stock has taken off. We should all appreciate this longer than expected period to buy into SNDK. This opportunity will come to a screeching halt the moment the court issues a judgment against Lexar, IMHO.