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To: Ausdauer who wrote (5469)4/16/1999 7:31:00 PM
From: Craig Freeman  Read Replies (1) | Respond to of 60323
 
Ausdauer, Yahoo research is showing this week that one analyst who had been posting a "strong buy" simply disappeared. Any idea who or why?

Craig



To: Ausdauer who wrote (5469)4/17/1999 2:26:00 AM
From: Bill Zeman  Read Replies (2) | Respond to of 60323
 
Aus

I did not see the NY times article. Did it say anything interesting? Answer on the Roundtable thread if you want.

Regarding Lexar. I too am excited. We are gonna win! I am much indebted to you for the on going discussion we have had on this thread regarding the royalties and the patents. What is the basic technology Lexar, Viking, PNY, Simple Technology, Kingston, Kingmax, Pretec, Delkin, and Eiger are emulating? It is obviuosly different than what Hitachi, Intel, Sharp, Samsung, SST and Toshiba are paying for. the latter group pays 32 million a year. What do you think Lexar and company will be worth per year?

Whatever the details will turn out to be, the good news regarding Lexar has got to be affecting the stock's price. What is happening with that lawsuit is going to be tremendously accretive to earnings.

Bill Zeman
22 5/8