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

To: orkrious who wrote (16202)	10/29/2000 9:45:52 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Jay, I find the docket entries to be very interesting... ...and I plan to request specific documents later this week. Message 14679543 As of September 8, 2000 SanDisk had not received the requested data from Lexar Media regarding the redesigned product even though the a court order had granted an expedited motion to produce this information already on August 21, 2000. There was a motion by SanDisk to hold Lexar in contempt of court for not producing these documents. Now, as late as Friday, October 13, 2000 Lexar was denied a summary judgement regarding non-infringement of the redesign. I wonder if SanDisk has had the opportunity to physically examine the redesign and also obtain a second opinion on the "work-around" controller. Also, I wonder whether SanDisk has the right to ask the court's permission to postpone an infringement/non-infringement decision on the redesign until after SanDisk's engineers have had an opportunity to reverse engineer the device to determine if it accurately reflects the written documents they have requested. Is it a reasonable expectation that Lexar will have to a) resubmit the work-around products to the CompactFlash Association for recertification, b) re-qualify the new design with OEM customers, c) get the court's permission to ship the new product, etc...? I remain somewhat curious as to the actual status of the project. If you listen carefully during the Lexar Media c.c. you will notice that Mr. Reimer never mentions write speeds of the new product. He states rather matter-of-factly that the redesign somehow reshuffles the location of various functions on the CompactFlash card. But the proximity of the hardware interfaces must have some impact on card performance, don't they? I am surprised why no questions were specifically asked about this matter. Finally, I am a bit doubtful that the redesign was as simple as he made it sound. If it were so simple than why did they wait right up until the time of the IPO to unveil it and why was there such a long delay in producing the documentation requested by the court (to the point that SanDisk filed an application that they be held in contempt)? Just my 2¢ Ausdauer