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

To: Rex Dwyer who wrote (3214)	6/11/1998 9:46:00 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Rex, when you wrote "If SanDisk can't get royalties from Lexar then we're in trouble", you should have said "BIG trouble". "FREMONT, CA, February 2, 1998-Lexar Media Inc. announced today a system breakthrough on flash memory controller technology that allows dramatic improvements on write performance, far surpassing previously believed limitations to flash memory. Lexar Media today can demonstrate 1.6MB sustained write performance on block-style (NAND and AND) flash technology, doubling the performance of the fastest flash memory currently available and over 10 times faster than high density, multi-bit flash technology." Lexar's older technology was NAND-based but their new products are stated to support AND memory. With a superior interface and Kodak's recent blessing, Lexar could sweep the entire market. Since SNDK probably can't claim a royalty from the chipmaker on AND memory and Lexar isn't caughing up cash, EVERYTHING seems to be riding on the lawsuit. Perhaps the best strategy is to abandon the stock and buy both puts and calls. Whichever way the lawsuit turns, one of the options is sure to be a winner. What do you think? Craig

To: Rex Dwyer who wrote (3214)	6/11/1998 11:50:00 PM
From: Binx Bolling	Read Replies (2) \| Respond to of 60323

Rex, is SanDisk hedged against the dramatic rise in yen to dollar ratio? What prompted Sandisk to amend its 10K on June 1? Will Sandisk have any presence at PCexpo 98? Will any of the Palm-sized PCs ship with CompactFlash cards? Is SanDisk in the semiconductor business or are they in the photography business? I think Lexar-Media is in the photography business. Who invested $ 18 million in Lexar-Media? Do any of the camera store clerks understand digital photography? Do any of your friends own digital cameras that use CompactFlash? Why doesn't Lexar-Media do its own PR? Why did they hire a New York PR agency? Why does Kodak keep advertising Advaced Photo System? Kodak reminds me of General Magic being blind-sided by the Internet four years ago. Have any independent third parties verified or debunked Lexar-Media's claims about speed? Check out response # 2935 . How does that impact Sandisk?