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To: Tumbleweed who wrote (14036)	8/18/2000 11:12:37 AM
From: Sam	Respond to of 60323

T-weed, <<Those people buying Lexar stock at the moment either know something, or, I suspect, dont!>> I agree with you on all counts. Some heavyweight companies have tried to design around those patents--or ignore them--and they haven't yet succeeded. So Lexar will do this trivial thing in a matter of a few months? Right. I also agree with the conclusion of the article: <<As for the company's big growth markets, Lexar sees digital photography, music and content downloads as key markets. "We believe over time our shares will reflect our value," said Reimer.>> Apparently, Mr. Reimer has a talent for stating the obvious.

To: Tumbleweed who wrote (14036)	8/18/2000 5:30:38 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

I've been off the thread for several weeks and have 600+ messages to catch up on so if I'm covering ground already addressed don't flame me. Unless I'm missing something, it seems to me that Reimer's statement about a rework of the product is a "fait acomplie" (excuse my spelling). IMHO they are really doing it because they know they are violating a patent and are looking for a way to continue producing flash. I wish that LEXR had raised more cash in the IPO since it will leave more $$ when we reach the damage stage of the trial. Reimer's statement about SNDK trying to buy the company to get their technology is probably hogwash (IMHO). It would be a severe departure from SNDK management style and strategy which has always been to license or cross license technology. LEXR is about to get burned bad. Mike G.