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To: Andre Williamson who wrote (21007)	10/18/2001 5:08:55 PM
From: BillyG	Read Replies (1) \| Respond to of 60323

Question...can someone briefly explain what the 'deferred revenue' under 'Liabilities' refers to? I can't help you there. I would think of deferred revenue as an asset, similar to accounts receivable. It must have a special meaning in the report -- can anyone decipher this for us? Thanks.

To: Andre Williamson who wrote (21007)	10/18/2001 8:54:25 PM
From: Ausdauer	Respond to of 60323

Andre, Lexar is holding its own right now. I mean, I think they are treading water. I noticed on the balance sheet that cash, cash equiv's and other investments went from around $28.7 million to just about $15 million. I believe they have a credit facility from which they have borrowed. I will listen to the c.c. I am curious about the magnitude of the Viking liability. Their inventories also went from $27.5 to $6.5 million. Aus

To: Andre Williamson who wrote (21007)	10/18/2001 9:30:52 PM
From: Ausdauer	Respond to of 60323

duplicate

To: Andre Williamson who wrote (21007)	10/18/2001 9:30:52 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Lexar C.C. They have a new credit facility without covenants and have drawn down $2.0 million dollars of $10.0 million dollars at an interest rate of 12%. I think they closed out their old credit facility with Chase. (They mentioned paying off an old loan of about $5 million.) They expect $10.0 million in cash for Q4 if loans are accounted for. The Q&A session indicated that Lexar feels all NAND-based flash memory cards infringe their technology. They gave no specifics. Aus