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

To: Art Bechhoefer who wrote (11056)	5/15/2000 11:49:00 AM
From: Ausdauer	Respond to of 60323

Lexar Media has dressed up their corporate site. lexarmedia.com Can this be true? John Reimer was in marketing at SNDK??? MARKETING?!? (no offense intended Bo and Nelson!) Here all along I thought he was some engineering prodigy that decided to leave and do his own start-up. How can he possibly testify in a patent dispute without having any technical expertise in flash memory? I would love to see him go toe-to-toe with Dr. Eli Harari, a solid state physicist with a PhD from a little, private university in New Jersey called Princeton. This sheds a whole new light on the Lexar Media defense. Were I a Lexar Media private shareholder I would question the judgement of proceeding with a patent nullification trial. How do they keep engineers there with the prospect of the company folding being a real possibility? Hope they are hedging their bets by buying stock in SanDisk. Ausdauer

To: Art Bechhoefer who wrote (11056)	5/15/2000 1:17:00 PM
From: Sunny	Read Replies (5) \| Respond to of 60323

Art, I would like to thank you, Joe and all of the others that have taken the time to share your experiences with digital photography with me. I am still trying to come to grips with the price / performance issues of these cameras. It is hard to find the features you want and keep the price under ~$750. Sunny

To: Art Bechhoefer who wrote (11056)	5/16/2000 7:37:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Based on yesterday's nadir of $62.00 a share... ...I estimated a forward PE of 46 based on my earnings estimate of $1.20/share for 2000 and an adjusment for cash net of debt. I find that statistic to be mind boggling based on my general impressions from the information given at the Shareholders' Meeting. Only someone under pressure to sell would let SNDK go at that price. And anyone who bought yesterday at $62.00 is now under arrest. That is highway robbery, plain and simple. Ausdauer