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

To: Ausdauer who wrote (16319)	10/30/2000 9:05:55 PM
From: Jason W	Read Replies (1) \| Respond to of 60323

Contemplating the current market conditions while watching my wealth evaporate nearly every day, I continually ask myself two questions that I will now ask readers of this thread to comment on: 1. Is SNDK's price action merely the market not recognizing SNDK's true potential. Are we ahead of the curve here? Will the impending booming demand for CF and MMC reward SNDK shareholders who hold this stock for the next several years? Will SNDK's potential victory over LEXR open the eyes of the investing world and bring more analyst coverage? etc.. etc.. Will SOME event occur that unlocks SNDK's value, triggering a QCOM/RMBS type run? *OR* 2. Will SNDK face the same demise hard drive makers faced several years ago. Will pricing pressures and margin squeezes thwart SNDK's attempt to return massive gains for its investors? That was the simplest way I could ask it. Will the picture become clearer, or are we invested in the wrong company? Feel free to PM any responses if you wish. I am very curious to hear as many opinions as possible. Jason W haventsoldashare@ltbhbetterwork.com

To: Ausdauer who wrote (16319)	10/30/2000 9:11:51 PM
From: orkrious	Read Replies (2) \| Respond to of 60323

Lexar says SanDisk had an unwritten obligation to reveal the patent, which was filed in 1993, to the CFA and PCMCIA when it was a member, because they covered the industry standard under development. With good attorneys, you wouldn't think it would take much to convince a jury that everyone's IP is patented. BTW, I didn't realize this is a jury trial. With SF as the territory from which jurors will be drawn, I would think that the jury will be sensitive to the fact that companies' IP has to be protected by patents. Further, we are not going to be waiting months for a judge to announce his ruling. We should get one quickly. Jay [EDIT] Are there any folks who live in the SF area that will have time to drop by the courthouse and see how the trial is going?