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

To: Allegoria who wrote (13639)	8/6/2000 7:53:16 AM
From: orkrious	Read Replies (1) \| Respond to of 60323

Eric, where is your sense of humor? The post which you use to support your position he is lying Message 14168597 was clearly made in jest. I have enjoyed reading your posts related to the subject at hand, SNDK, but you have crossed the line on this subject. Comments such as I have repeatedly pointed out specific lies Ausdauer has made. put you in dangerous territory when you have no proof other than statements Aus has made which when not taken in the proper context appear to contradict each other. FWIW, I know Aus and who he is. I met him at the annual shareholders meeting where he was clearly treated like any other shareholder, not an employee. To then assume he is an employee suggests a conspiracy on SNDK's part, the odds of which I view as infinitesimal. Further, he has snail mailed me information on a totally unrelated company from his home state, a state to my knowledge in which SNDK does not have a presence. You can do and say what you want, but it is my humble suggestion that you retract your statement before you get yourself in trouble. Jay

To: Allegoria who wrote (13639)	8/6/2000 7:54:14 AM
From: limtex	Respond to of 60323

1. I couldn't care less if Aus has any kind of contractual relationship with SNDK. 2. I could care less whether if he had then it was concealed from me. 3. I could care less who else Aus may have a relationship with or whether I know about it or not. I do care:- a. I like reading Aus's posts. I have learned a great deal about this industry and its products from Aus. b. Many other people on this and other threads feel the same way. c. There have been some very good posters on other threads who have gone away. d. If Aus were to leave this thread because of your posts I and many others would feel very upset. Please stop doing this. Post about the industry or the products by all means but I for one am not interested in your posts about Aus. L

To: Allegoria who wrote (13639)	8/6/2000 8:41:25 PM
From: ralessipvh	Respond to of 60323

ERIC--I actually thought you were a little brighter than this. If Aus was really a SNDK emplyee, don't you think they'd have a little better PR/IR ?? . He should be paid by the company to do their PR/IR IMHO ---although he isn't. Don't you think if he was an employee he could walk down the hall and share his thoughts w/ ELI and really get the message to the analysts ??, put together a white paper ??, arrange interviews etc ??... You must be an employee of Lexar or some other competitor, since you didn't disclaim that.

To: Allegoria who wrote (13639)	8/7/2000 12:00:10 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Eric, This last post of yours is a real piece of work. You really scraped the bottom when you hit "send" this morning. ________________________________________________________________________________ I wanted to reply on three counts... 1) I object to you calling me a liar. If I have posted something on this thread which is not factual (and I don't believe that I have) it was by accident or oversight. Please help me understand what I have lied about so that I may correct it. 2) I object to your attempts to disclose my identity. Remaining anonymous on a public message board is something that many SI members elect to do. There are some on this board who know me, who have met me, who e-mail me, who chat with me on AOL and who know my home address and phone number. I disclose this information only to those I believe I know and trust. Many have been on this thread for longer than I have. Most share the same interest in SanDisk's prospects as I do. If you elect to hunt down my true identity and publicize it here or in any public forum I will, at a minimum, report you to SI for breaching the terms of agreement you acknowledged on becoming a Silicon Investor member. 3) I SINCERELY APOLOGIZE TO SSTI SHAREHOLDERS WHO ALSO OWN SNDK. I have tried to draw lines that distinguish the merits of these two companies. Some of the original discussions with Craig Freeman underscore my feelings about these companies. I do not see them as competitors. I know Dr. Harari doesn't see them as competitors based on his recent public comments. I see both SNDK and SSTI as having unique qualities and great potential in the Post-PC markets. My apologies come from being unwittingly drawn into a circular discussion with certain members of this thread. Ausdauer SanDisk...See The Big Picture!

To: Allegoria who wrote (13639)	8/7/2000 12:19:33 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"I have repeatedly pointed out specific lies Ausdauer has made. Review the posts." ____________________________________________________________________________________ First, I did speak with SSTI top management (on the phone) about ADC and posted that the ultra-high density storage will be purchased from one of the major flash memory producers like Toshiba and Samsung. This information is factual. I implied that SSTI was taking a run at flash card manufacturers with the ATA Disk Chip product (ADC). The Nakhimovsky article that Wily posted and comments during the last conference call all support this inference. I also commented the the term "Disk Chip" seems to bear an uncanny resemblance to FLSH's "Disk on Chip" product, a competitor listed in SanDisk's 1999 annual report (a public document). Second, the ADC product and the CF products reportedly use the same SSTI controller. This is based on information offered by SSTI public relations via public documents. If this is true, SanDisk may/might/could be entitled to royalty payments similar to those from the 1998 CompactFlash cross-licensing agreement. Per the 1999 SanDisk Annual Report... ____________________________________________________________________________________ License and Royalty Revenue We currently earn patent license fees and royalties under seven cross-license agreements with Hitachi, Intel, Sharp, Samsung, SmartDisk, SST and Toshiba. License and royalty revenue from patent cross-license agreements was $41.2 million in 1999, up from $32.6 million in 1998 and $19.6 million in 1997. The increase in license and royalty revenues in 1999 was primarily due to an increase in patent royalty revenues. ____________________________________________________________________________________ The above information is believed to be factual. Readers should confirm this information via whatever means or mechanisms they deem appropriate. No promotional agreement, contractual obligation or similar business arrangement was exercised in this post. The poster has no affiliation with SanDisk Corporation other than owning shares purchased with his own hard earned money on the open market. Ausdauer

To: Allegoria who wrote (13639)	8/7/2000 9:29:00 AM
From: KevRupert	Respond to of 60323

Re: SEC/Ausdauer: Eric, I don't see any indications in your posts (or links) that indicate that Aus is a SanDisk employee. He has definately posted sarcastic remarks (i.e., safe harbor warnings) concerning this issue directed to you. Can you provide any proof positive that he is an employee? If not, then your statement that he is a SanDisk employee is without merit. He is not under any agreement to provide an answer to your questions on this thread or the ssti thread. My beliefs: 1) He has no responsibility to state he is a SanDisk employee. 2) Anyone should put him (or anyone for that matter) on ignore if they feel his comments are without validity (i.e., Larry and his Hal2000 come to mind - but that's another matter.) 3) If Aus has intentionally lied for personal gain as an insider, or committed any illegal act (which I don't feel he has, he has been very informative), then he should be reported to the SEC. Contacting the si threadmaster seems a little childish in my book. If your concerns are valid (and your feelings are obviously stated on the thread), then why not report him to the SEC for illegal conduct? advalorem@onlytryingtolearn&ibelieveausisinnocentofallcharges.org Eric's references that SanDisk employees Aus: Ausdauer IS a SanDisk employee. His own words. He IS under contractual agreement with SanDisk. Message 14168597 Message 14169527 Any other post claiming otherwise is only meant to mislead. Message 14169540 I don't have a problem with that fact that Ausdauer is a SanDisk employee. Quite the contrary - this fact may allow him to provide useful information missed by the rest of us. Because I have held long positions in both SNDK & SSTI - I AM interested in the truthfulness of the claims made on both threads. I will continue to challenge unsupported, false claims made by anyone and hope the thread is supportive of anyone doing so. It is this quality that distinguishes SI from the RB and Yahoo boards. If some to not care that an EMPLOYEE OF SanDisk is lying on this thread - that is fine. But I do. I sure as heck want anyone in his position to be HONEST and STRAIGHFORWARD about his relationship with the company. The very fact that he has posted in every way possible to conceal this fact is cause for concern. Just look at his continued attempts to hide / cloud the fact that HE IS an employee: Message 14169540

To: Allegoria who wrote (13639)	8/7/2000 2:40:57 PM
From: Ausdauer	Respond to of 60323

Finally, I wished to apologize to SNDK/SSTI investors who may have read this post... Message 14015653 I later said that Mr. Nakhimovsky spoke with a "forked tongue" only because he made several comments favorable to removable flash in the piece. At the time we were discussing the ADC release and how it would impact the removable flash market. It is reasonable to expect that a successful product launch of a flash-based, cost-competitive mass storage product for embedded applications might compete with removable cards. Thus, I find that SSTI has straddled the fence somewhat. I am also unsure if SmartMedia would be a product of FlashVision. I suspect strongly that it will. The FlashVision venture is designed to create flash for applications like SmartMedia which is already NAND based. I apologize in retrospect if I was off-base in making those remarks. Ausdauer