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

To: Ausdauer who wrote (12806)	7/11/2000 5:55:57 PM
From: orkrious	Respond to of 60323

July 7, 2000 Lexar Media Updates Registration Statement In my uneducated humble opinion, there is no way this deal is going to get done. The only people who buy stock will by those who don't read the registration statement. (Certainly no one on this thread.) <G> Jay

To: Ausdauer who wrote (12806)	7/11/2000 6:08:50 PM
From: Binx Bolling	Respond to of 60323

7/11/00 - John Blough to Interview On RadioWallStreet.com PHILADELPHIA, Jul 11, 2000 (BUSINESS WIRE) -- On RadioWallStreet.com's weekly show `Global Economic Trends & Stock Picks', regular contributor, John Blough will discuss QUALCOMM Incorporated (Nasdaq: QCOM), Visual Networks, Inc. (Nasdaq: VNWK), 724 Solutions Inc. (Nasdaq: SVNX), Oracle Corporation (Nasdaq: ORCL), Microsoft Corporation (Nasdaq: MSFT), JDS Uniphase Corporation (Nasdaq: JDSU), SDL, Inc. (Nasdaq: SDLI), StarMedia Network, Inc. (Nasdaq: STRM), NVIDIA Corporation (Nasdaq: NVDA), and SanDisk Corporation (Nasdaq: SNDK). This event will be broadcast on RadioWallStreet.com Tuesday, July 11, 2000 at 10:00 AM ET, Investor Broadcast Network announced. Conducting the interview will be Ann Sundius, Financial Commentator with RadioWallStreet.com. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. First time visitors to RadioWallStreet.com may need to go to the website at least fifteen minutes before these events to download and install any necessary audio software. For those unable to attend the live broadcast, replays will be available beginning approximately one hour after each event. There is no charge to access any event. If you are viewing this release after the day of the event, go to radiowallstreet.com. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing patricia@radiowallstreet.com. Please reference date and time of the interview in the Subject of the e-mail. About Investor Broadcast Network Investor Broadcast Network is the leading broadcaster of real-time investment information and analysis on the Internet. With a complete portfolio of web-based broadcast communication services, the company gives investors access to the inner circle of corporate executives and industry thought leaders, while providing public companies with an efficient online investor relations strategy that meets their financial needs and reduces the high-risk of selective disclosure. For more information on Investor Broadcast Network visit www.investorbroadcast.com CONTACT: Investor Broadcast Network, Philadelphia Patricia Berenson, 888/311-8225 RWS 5666-00 URL: businesswire.com Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. Copyright (C) 2000 Business Wire. All rights reserved. Distributed via COMTEX.

To: Ausdauer who wrote (12806)	7/11/2000 7:08:01 PM
From: TimF	Read Replies (2) \| Respond to of 60323

The court has set a trial date for October 23, 2000 to determine whether we infringe any of the other claims of the patent and whether the patent is valid. When this gets close it may be a good time to buy a straddle on Lexar. If Lexar loses there stock goes down. If Lexar wins it goes up. It would seem to me that a straddle could have a very good rate of return. On problem however is knowing when the case will actually be decided rather then when it goes to court. Tim

To: Ausdauer who wrote (12806)	7/11/2000 7:24:29 PM
From: quidditch	Read Replies (1) \| Respond to of 60323

Thread, Aus: the disclosures in the amended registration statement are powerful, straight-forward and comprehensive, pulling no punches. If Lexar has played cute and dirty in the past, I think it has realized it is come to Jesus time. That's not to say that any re-designed controllers or other product features that may infringe on other SanDisk patents may not skirt the edge of fair business practice; but scrutiny from Eli, the competition and the possibility of additional willful infringement is a powerful disincentive to do so. I note the following excerpts: The existence of the SanDisk litigation has had and in the future could have an adverse effect on our ability to attract and retain customers.... Accordingly, the terms of any license might adversely affect our margins and our ability to compete with SanDisk and others.... We are in the process of redesigning our products in an effort to avoid infringement of SanDisk's patent. However, we cannot assure you that these efforts will be successful. Even if successful, these efforts may not result in a competitive product and could require a substantial period of time to complete. The second bolded excerpt sounds like game over to me. Steve

To: Ausdauer who wrote (12806)	7/11/2000 8:00:15 PM
From: Sam	Respond to of 60323

I agree with Jay--there is no way they can sell stock with that Sword of Damocles hanging over them. Their lawyers certainly made them be blunt enough, though I note the following comment: <<We believe that part of SanDisk's business strategy is to file intellectual property lawsuits against its competitors and that SanDisk will initiate additional litigation against us.>> They try to make it sound like Sandisk is just firing out lawsuits indiscriminately to disrupt legitimate companies. Another way of saying this is that Sandisk intends to defend their IP. Gee, Eli has some chuzpah ("nerve" for the uninitiated). I can't believe he won't invent things just for the public good, so that everyone can profit from them. Thanks for printing, Aus. I don't check Lexar filings.