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

To: Ausdauer who wrote (14120)	8/22/2000 6:28:28 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 60323

Aus: I am not sure how far $50 million dollars will get them. A couple of points. 1) It gives them capital to grow the business. 2) It sets up for insiders to sell after the lock up period. 3) It gives them capital to pay a one time licensing fee if necessary. Imagine if they tried to go to the well after that. I would expect an agreement prior to trial. Its just fleecing the retail shareholders. Tim PS - Its good to see your son & glad he's on the road to recovery.

To: Ausdauer who wrote (14120)	8/22/2000 8:42:05 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Ausdauer, re: "I would contend that stupidity hasn't been completely ruled out as a possibility." My first reaction to Lexar's statements about how they intend to work around SNDK's patents before the trial ends, is that they mean to create a reason for yet another trial. If Lexar claims to have circumvented the patents, the judge may well decide on a penalty due for past product sales and leave it to SNDK to bring suit for future offenses. This type of legal manuevering gives Lexar's manangement time to cash out their options before the bankruptcy hearing. On the other hand, Lexar may actually develop a way to circumvent SNDK's patents. If there is even the smallest chance that this might occur, then it would be incumbent of SNDK to buy Lexar at most any price, so as to protect the value of SNDK's IP and existing royalty agreements. When you have nothing to lose and smart lawyers, you are a dangerous foe. Craig