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

To: Cooters who wrote (16664)	11/16/2000 10:24:06 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Cooters, you're right that the settlement looks something like the QCOM-IDCC settlement, but there also are major differences. QCOM is the mother lode, just as SNDK also holds most of the key flash memory patents. IDCC sued QCOM, not the other way around, as with SNDK against Lexar. The main difference appears to be that IDCC v QCOM was the first challenge to the QCOM patent portfolio, whereas there have been many previous challenges to SNDK, beginning with the challenge by Samsung. The end result is probably that both IDCC and LEXR remain in business, though constrained in what they can sell without having to pay royalties. Even though SNDK has a good many cross licensing agreements, this latest result seems to strengthen at least some of the key SNDK patents, thereby increasing the intrinsic value of the company and its patent portfolio. In this regard, I heard a rumor that Intel wants to buy SNDK. Anyone heard anything similar? Art