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

To: Art Bechhoefer who wrote (15791)	10/19/2000 11:32:31 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Watch them rush for the door. On the basis of daily share volumes LEXR is illiquid. 18-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 4,035 LEXR Acquired Shares via Exercise of Warrants at $8.00/Share. Cost of $32,280. 18-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 1,186,943 LEXR Acquired via Exchange. Value of $13,130,557 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 3,750,000 LEXR Acquired via Exchange. Value of $41,484,375 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 1,404,092 LEXR Acquired via Exchange. Value of $15,532,768 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL AFFILIATES FUND I LLC 10% Beneficial Owner 58,502 LEXR Acquired via Exchange. Value of $647,178 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL AFFILIATES FUND I LLC 10% Beneficial Owner 32,641 LEXR Acquired via Exchange. Value of $361,091 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL AFFILIATES FUND I LLC 10% Beneficial Owner 103,125 LEXR Acquired via Exchange. Value of $1,140,820 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL AFFILIATES FUND I LLC 10% Beneficial Owner 453 LEXR Acquired via Exchange. Value of $5,011 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 18,931 LEXR Acquired Shares via Exercise of Warrants at $2.59/Share. Cost of $49,031. 18-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 1,730 LEXR Acquired Shares via Exercise of Warrants at $8.00/Share. Cost of $13,840. 18-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 4,936,943 LEXR Acquired via Exchange Value of $54,614,932 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 1,148,803 LEXR Acquired via Exchange. Value of $12,708,633 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 4,035 LEXR Acquired Shares via Exercise of Warrants at $8.00/Share. Cost of $32,280. 18-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 3,750,000 LEXR Acquired via Exchange. Value of $41,484,375 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 1,186,943 LEXR Acquired via Exchange. Value of $13,130,557 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 1,404,092 LEXR Acquired via Exchange. Value of $15,532,768 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL V LLC 10% Beneficial Owner 2,068,910 LEXR Acquired via Exchange. Value of $22,887,317 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL V LLC 10% Beneficial Owner 16,072 LEXR Acquired via Exchange. Value of $177,796 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL IV LLC 10% Beneficial Owner 1,154,302 LEXR Acquired via Exchange. Value of $12,769,466 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL VENTURE CAPITAL IV LLC 10% Beneficial Owner 3,646,875 LEXR Acquired via Exchange. Value of $40,343,555 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 JACOBS, BRIAN D Director, 10% Beneficial Owner * 1,186,943 LEXR Acquired via Exchange. Value of $13,130,557 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 JACOBS, BRIAN D Director, 10% Beneficial Owner * 3,750,000 LEXR Acquired via Exchange. Value of $41,484,375 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 JACOBS, BRIAN D Director, 10% Beneficial Owner * 2,127,412 LEXR Acquired via Exchange. Value of $23,534,495 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 JACOBS, BRIAN D Director, 10% Beneficial Owner * 16,525 LEXR Acquired via Exchange. Value of $182,808 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 18,931 LEXR Acquired Shares via Exercise of Warrants at $2.59/Share. Cost of $49,031. 18-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 1,730 LEXR Acquired Shares via Exercise of Warrants at $8.00/Share. Cost of $13,840. 18-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 4,936,943 LEXR Acquired via Exchange. Value of $54,614,932 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 1,148,803 LEXR Acquired via Exchange. Value of $12,708,633 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ROLLWAGEN, JOHN A Director * 1,071 LEXR Acquired Shares via Exercise of Warrants at $2.59/Share. Cost of $2,774. 18-Aug-00 ROLLWAGEN, JOHN A Director * 150,000 LEXR Acquired via Exchange. Value of $1,659,375 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ROLLWAGEN, JOHN A Director * 13,998 LEXR Acquired via Exchange. Value of $154,853 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL FIRE & MARINE INS CO Entity Affiliated with 10 % owner * 1,154,302 LEXR Acquired via Exchange. Value of $12,769,466 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL FIRE & MARINE INS CO Entity Affiliated with 10 % owner * 2,068,910 LEXR Acquired via Exchange. Value of $22,887,317 at a fair market value of $11.06/share on 18-Aug-00. 18-Aug-00 ST PAUL FIRE & MARINE INS CO Entity Affiliated with 10 % owner * 16,072 LEXR Acquired via Exchange. Value of $177,796 at a fair market value of $11.06/share on 18-Aug-00. 14-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 27,644 LEXR Acquired Shares via Exercise of Warrants at $2.59/Share. Cost of $71,598. 14-Aug-00 THOMVEST HOLDINGS INC 10% Beneficial Owner 67,939 LEXR Acquired Shares via Exercise of Warrants at $3.09/Share. Cost of $209,932. 14-Aug-00 ST PAUL VENTURE CAPITAL AFFILIATES FUND I LLC 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 THOMVEST VENTURES INC 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 WHITAKER, ERIC S Officer, General Counsel, Secretary 85,000 LEXR Initial Direct Holdings Statement 14-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 27,644 LEXR Acquired Shares via Exercise of Warrants at $2.59/Share. Cost of $71,598. 14-Aug-00 DODDS, WILLIAM T Director, 10% Beneficial Owner * 67,939 LEXR Acquired Shares via Exercise of Warrants at $3.09/Share. Cost of $209,932. 14-Aug-00 STANG, ERIC B Director, Chief Operating Officer 800,000 LEXR Initial Direct Holdings Statement 14-Aug-00 REIMER, JOHN President, Director, Chief Executive Officer 2,800,000 LEXR Initial Direct Holdings Statement 14-Aug-00 ESTAKHRI, PETRO Director, Chief Technology Officer, Executive Vice President. Enginerring 2,800,000 LEXR Initial Direct Holdings Statement 14-Aug-00 ST PAUL VENTURE CAPITAL V LLC 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 ST PAUL VENTURE CAPITAL IV LLC 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 BISSINGER, RONALD H Vice President, Finance, Chief Financial Officer 400,000 LEXR Initial Direct Holdings Statement 14-Aug-00 JACOBS, BRIAN D Director, 10% Beneficial Owner 0 LEXR Initial Direct Holdings Statement 14-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 0 LEXR Initial Indirect Holdings Statement 14-Aug-00 ROLLWAGEN, JOHN A Director * 150,000 LEXR Initial Indirect Holdings Statement 14-Aug-00 ST PAUL FIRE & MARINE INS CO Entity Affiliated with 10 % owner 0 LEXR Initial Direct Holdings Statement 12-Aug-00 ST PAUL FIRE & MARINE INS CO Entity Affiliated with 10 % owner * 3,646,875 LEXR Acquired via Exchange. Value of $29,175,000 at a fair market value of $8.00/share on 12-Aug-00. 4-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 62,500 LEXR Acquired Shares via Exercise of Warrants at $0.80/Share. Cost of $50,000. 4-Aug-00 APV TECHNOLOGY PARTNERS II LP 10% Beneficial Owner 8,938 LEXR Acquired Shares via Exercise of Warrants at $3.09/Share. Cost of $27,618. 4-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 62,500 LEXR Acquired Shares via Exercise of Warrants at $0.80/Share. Cost of $50,000. 4-Aug-00 STEWART, WILLIAM J Director, 10% Beneficial Owner * 8,938 LEXR Acquired Shares via Exercise of Warrants at $3.09/Share. Cost of $27,618. Ausdauer 0 shares

To: Art Bechhoefer who wrote (15791)	10/20/2000 12:16:22 PM
From: Greg h2o	Read Replies (1) \| Respond to of 60323

<< Perhaps the best explanation can be inferred from Eli's comments at the conference call, to the effect that the differences between the kind of flash memory that SanDisk makes and that made by Intel, AMD, etc. are "not well understood by the investment community." Understatement of the year.>> i don't think that's necessarily the case. the street has ratcheted down what it is willing to pay for growth. they have become more realistic. don't worry, it surely will swing back the other way in the near future. and, i'll sell the shares again...<g>