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To: chaz who wrote (23833)	4/28/2000 5:14:00 PM
From: Ausdauer	Respond to of 54805

Chaz, You said... Show me the money! This is the best I can do for right now... Message 13492869 If royalties on SanDisk's CompactFlash assembly patents take shape I have anticipate there will be a "per unit" royalty on each CompactFlash card and that these royalties will be back-calculated as much as can be documented. It is impossible to guarantee that this will ever happen and it is equally impossible to calculate the possible revenues that could be generated by such a successful patent defense. Lexar Media (and, I believe, by association Mitsubishi) have to prove in U.S. Patent Court that the SanDisk '987 CompactFlash assembly patent is invalid. Patent invalidation places the burden of proof on the plaintiff who is challenging the patent holder. In this case it is a weak, unprofitable company composed primarily of ex-SanDisk employees who have already been handed a partial summary judgement against them in a related infringement suit a few weeks ago. I understand that portions of this encompassing patent date back to the early 90's or late 80's. Also, established flash card manufacturers have already agreed to pay CF assembly royalties to SNDK, most notably SSTI. I have taken a chance by investing and not waiting for the patent invalidation suit to be heard. This in the face of a $50.00/share haircut that followed the announcement of the patent infringement victory for SanDisk. Ausdauer

To: chaz who wrote (23833)	4/28/2000 6:30:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Hi, chaz. Being fair to SNDK, they have done a fair job of increasing revenues and net. REVENUE Quarters 1997 1998 1999 2000 MAR 21,444 34,102 44,136 109,369* JUN 27,347 31,361 52,549 SEP 36,144 32,078 67,534 DEC 40,318 38,220 82,771 Totals 125,253 135,761 246,990 109,369* EARNINGS PER SHARE Quarters 1997 1998 1999 2000 MAR 0.045 0.085 0.075 3.000* JUN 0.075 0.020 0.095 SEP 0.135 0.045 0.105 DEC 0.135 0.065 0.150 Totals 0.390 0.215 0.425 3.000* The analysts' estimates are pretty bullish as well. Best, John