Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SILICON STORAGE SSTI Flash Mem -- Ignore unavailable to you. Want to Upgrade?

To: docpaul who wrote (1199)	10/23/2000 7:49:57 PM
From: zx	Respond to of 1881

i posted this on ii. hope it is more true than false. (g) i think you are more knowledgeable about ssti and flash than cc and ii and jj. disagree with your downgrade of ssti. By: agzx Reply to: 195 by: cconry imo- you cannot have too much cheap flash memory. the demand for cheap flash memory is growing faster than the supply. esp. for the cheap flash memory ssti provides. i think the reason why the shorts and you are wrong is that you call ssti a semiconductor stock when it is a cheap flash memory stock. i think their is a difference. ssti's competition has left this market because ssti's patented cheap flash memory is so much better for the cost. even some of ssti's old competitors are using ssti's cheap flash memory. the use of flash memory is growing. it is used in many different application and the new uses are growing. imo- the future of ssti and flash memory has never been better, and only an economic recession can slow the growth of flash memory even a bit. i think as the best low cost supplier of flash and with all the uses of flash, ssti will gradually rise from here. there maybe ups and downs but next year's flash is sold out and if the economy just stays okay, the demand for ssti's products will grow and the margins will remain good.

To: docpaul who wrote (1199)	10/25/2000 4:04:06 AM
From: Allegoria	Respond to of 1881

Judge rules SanDisk (SNDK) must stand trial for Fraud, Patent Misuse and Unfair Competition! As the others sling mud, SSTI just continues to produce awesome quarterly reports! Looking to get back in, Eric Court Rules SanDisk Must Stand Trial On Fraud, Patent Misuse and Unfair Competition Business Wire - Tuesday, October 24, 2000 FREMONT, Calif.--(BUSINESS WIRE)--Oct. 23, 2000--Lexar Media, Inc. (Nasdaq:LEXR), today announced that the Northern District of California has ruled that SanDisk (Nasdaq:SNDK) must stand trial on Lexar's claims of fraud, patent misuse and unfair competition. "SanDisk claims that its patent covers all CompactFlash cards and they appear to be seeking a royalty from every manufacturer of those cards. Yet they have always promoted the CompactFlash standard as an open one. If SanDisk's '987 patent is as broad as they believe it is, then it should have been disclosed to the industry standards-setting bodies such as the Personal Computer Memory Card International Association (PCMCIA) and CompactFlash Association (CFA) at the time of the standard's development," said John Reimer, President and CEO of Lexar Media, Inc. "We believe that this anticompetitive behavior is harmful to the entire industry. We are also pleased that the Court will review SanDisk's patent misuse which includes our allegations of unlawful tying whereby SanDisk has refused to license the '987 patent unless the licensee purchases flash memory from certain SanDisk designees. We therefore look forward to not only the Court's review of the validity of SanDisk's patent, but also the manner in which it was obtained." The judge has rescheduled the trial to November 6, 2000. The trial was originally scheduled to commence on October 23, 2000.