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


To: Jim Greif who wrote (5848)5/28/1999 7:58:00 AM
From: Ausdauer  Respond to of 60323
 
Jim and Thread,

re: The Lexar Accusations

From DLJ newswire from May 26, 1999...

Eli Harari, chief executive officer of SanDisk, called the
lawsuit frivolous, acknowledging that his company has
advertised its cards as faster than Lexar products but saying
those claims were borne out by testing.
He also contended that Lexar was upset about a vote last
week by the certification committee of the CompactFlash
Association, which counts as members photography companies as
well as camera makers, that turned down a bid by Lexar to
introduce nonstandard technology into the CompactFlash system.
"We are just one member of the association," Harari said.
"They are claiming that we control the association, but the
vote was 10 to 4 against Lexar."

Did SanDisk really "advertise" the results of their survey? I believe that I am up to speed on most developments with CF in the field of digital photography and never saw the testing "advertised" anywhere. As Ron pointed out, the bench testing can be found at this link...

d-store.com

...and it mentions that the data were independently confirmed by third parties...

"SanDisk recently completed a study of actual 'click to click' performance with several leading digital cameras, featuring commercially available CF cards from Lexar Media and SanDisk. The results are reproduced in the attached table. They show that Lexar's claim of 8X faster performance is not borne out in these leading cameras. Quite the contrary. A similar conclusion was reached by two recent independent studies by PC Magazine and Digital Camera Magazine."

IMHO the recent Lexar posturing is a desperate action dictated by desperate times. I am not particularly concerned about the impact of the filing on SNDK. The intentions of the press release are self-serving and the Lexar agenda is transparent. An educated market player will interpret it as such (as if a press release from Lexar is enough to influence market sentiment!?!).

Ausdauer