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

To: Ausdauer who wrote (16371)	11/1/2000 1:04:27 PM
From: Road Walker	Read Replies (1) \| Respond to of 60323

Aus, re: "With the SanDisk suit settled would it be in the realm of possibility that Sony acquires them or at least broadens their investment in LEXR?" What if it turns out that Sony is the motivation for the reluctance to license SanDisk technology, and the subsequent court cases? Could '987 apply in any way to Memory Stick? If so, could a SanDisk license be denied to a competing standard? Just thinking out loud. John

To: Ausdauer who wrote (16371)	11/1/2000 5:07:19 PM
From: Steve 667	Respond to of 60323

Re: Lexar's Float and Insider holdings Aus (or anyone that knows), in your previous post what does, "LEXR Acquired via Exchange." mean exactly? Exchange of what? Also regarding: 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. How does this come about since Lexar became public on 8/15/00? How do acquire warrants and exercise them before the IPO? Pardon my ignorance in this area. Correct me but as I understand, the insider report only reports when the insider exercises options, buys or sells stocks. It doesn't show how many options or shares each insider has that can be exercised or sold driving the stock price down. You are absolutely right about the non liquidity of LEXR, which will make the exercise of option and sale of stock even more devastating! Previously the lowest ratio of float to shares outstanding that I saw was PCLN. Used to be about 20% now 30%. Take a look at the stock chart to get an idea of Lexar's future. I heard the CEO of PCLN speak in Las Vegas in May. This guy was one of the best speakers I have ever heard. This guy could sell ice to Iceland. Talked for about 45 minutes and never once mentioned this ratio. (shock huh!) He almost sold me until I looked futher when I got home. Steve 667