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Technology Stocks : WDC/Sandisk Corporation
WDC 187.78-6.1%3:59 PM EST

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To: limtex who wrote (7948)11/3/1999 8:31:00 PM
From: Sam   of 60323
 
Limtex,
EH has already so noted, and has said ever since MMC was announced several years ago that he believed that the cell phone market would be the biggest user of flash.

With Siemens, Ericson, Nokia and Motorola all using MMC, this market will be exploding over the next couple of years. Presuming that higher rates and tighter money doesn't pop the general market, if we don't get to new highs by the end of CY99, we'll get there after the next earnings report, I am getting more and more confident of that. I'm sorry I didn't buy even more earlier in the week. Someone is going out of their way to make sure that Sandisk gets a good price for their offering. Seagate pulling their trust may have something to do with it.

feeling pretty bullish in the middle of another pretty amazing week,
s.
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