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

To: Art Bechhoefer who wrote (20190)	4/25/2001 12:57:38 PM
From: Jacques Tenzel	Respond to of 60323

Is this of any interest to SNDK investors? ............Jacques Wednesday April 25, 9:00 am Eastern Time Press Release Atmel Reports That U.S. Customs Detains SST, Sanyo and Winbond's ``Redesigned'' Products SAN JOSE, Calif.--(BUSINESS WIRE)--April 25, 2001--Atmel® Corporation (Nasdaq:ATML - news) today confirmed that in accordance with publicly available documents filed separately with the Court of International Trade (CIT) by Silicon Storage Technologies, Inc. (SST) and Winbond Electronics Corporation of Taiwan and Winbond Electronics North America Corporation of California (collectively, Winbond), the U.S. Customs Service (Customs) has detained their shipments of alleged redesigned flash devices upon determining that such products fall within the scope of the October 16, 2000 Limited Exclusion Order issued by the International Trade Commission in Investigation No. 337-TA-395 (``the Exclusion Order''). Further, Atmel confirms that in response to SST and Winbond's filings of formal complaints and requests for a preliminary injunction against Customs for detaining their alleged new parts, the CIT issued an order, allowing Customs to continue detainment of current and future shipments of SST and Winbond's alleged redesigned flash parts and preventing the shipments from entering into the United States for consumption, pending resolution of SST and Winbond's request for a preliminary injunction. According to Atmel's litigation counsel, Julie Mar-Spinola, ``Atmel is pleased that Customs has enforced the Exclusion Order in the manner in which we believe the ITC intended. Custom's determination that the alleged redesigned semiconductor devices fall within the scope of the Exclusion Order means that, contrary to representations by SST and Winbond, both old and new products will not be permitted entry into the United States for consumption pending resolution by the CIT.''

To: Art Bechhoefer who wrote (20190)	4/25/2001 4:10:30 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Art, <<A company like SanDisk may have some success against Lexar but may have second thoughts about engaging in a bout with an 800 lb. gorilla.>> Sandisk's first big move up back in '97 I think it was was caused by successful litigation against Samsung, validating some of their CF patents. I think it is fair to say that Samsung qualifies as an "800 lb. gorilla". All of this is just speculation. If Sandisk saw an end to royalty payments, they would say so. Whether the royalty payments will ever be as large as QCOM's, well, likely not, or perhaps Sandisk would also give up manufacturing to become an IP company. But that doesn't mean that it won't be a nice part of its future business. Sam