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

To: Ausdauer who wrote (14592)	9/7/2000 11:08:19 PM
From: Tae Spam Kim	Respond to of 60323

A good Sandisk thread for those who are interested: tigerinvestor.com

To: Ausdauer who wrote (14592)	9/7/2000 11:33:41 PM
From: david james	Read Replies (1) \| Respond to of 60323

You provided a nice overview of why Lexar is in a rather desperate position Message 14133047

To: Ausdauer who wrote (14592)	9/8/2000 12:58:48 AM
From: NY Stew	Read Replies (1) \| Respond to of 60323

Sandisk's intellectual property has been upheld in court against Samsung and has passed the scrutiny of 800 pound gorillas such as Intel, Toshiba and others prior to obtaining licensing agreements. Where was Lexar when all this was happening? Sometimes things are exactly as they appear and this appears to be an act of desperation on the part of Lexar. It tells me that their attempts to engineer around Sandisk may not be going as well as they have suggested. This move buys more time and nothing else. The sad part in this case is that I sincerely doubt Lexar will have sufficient remaining assets for Sandisk to be made whole. Just sounding off. Regards Stew