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

To: puborectalis who wrote (16097)	10/26/2000 3:37:58 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Fallope, re: "How serious is this lawsuit?....are we talking demise here?" For Lexar, quite possibly. As to the effect on SNDK, IMHO, the suit (and Lexar) are a "pain in the butt" with little chance of any permanent harm. Lexar hasn't questioned whether SNDK's patent portfolio is unique and valid. They have only caught the court's attention as to whether SNDK has improperly expanded the application of their patents. It appears to be a move to limit the amount of damaged Lexar will eventually have to pay. And the court's sympathy has been limited (they didn't tossed out that issue while tossing out other Lexar claims but that's about it). The fact that SNDK was down hard today isn't terribly important in light of the fact that many other great tech stocks received similar treatment by Wall Street. FYI, I was on an airplane today and their overpriced "shopping mall" magazine listed an MP3 CD player for ~$150. "160 of your favorite songs on a single CD!". IMHO, unless SNDK can get memory prices down faster than scheduled, they will soon lose most of the MP3 marketplace and remain mainly a "digital film" supplier. Craig