WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Bhag Karamchandani who wrote ()	2/7/1996 1:28:00 AM
From: Ron Leckie	of 60323

Bhag, SanDisk are growing very fast - have done 75% growth the last 2 years and are expecting to do the same again this year. As a small company, growing into a bigger one, they have growing pains as you would expect - but seem to have a very good team and good leadership. Their quarterly manufacturing ramp is tough, but they manage to work hard and long to meet the goals. Their product cycles are relatively short, so they are always working on new products. Sorry I don't know much detail about their products, but know they are innovative with their design & manufacturing practices. So, a good company! But with such an aggressive plan, I'd watch closely for the potential of a slip one quarter - one sneeze and someone could catch cold. Worth buying for upside potential, but maybe use a stop limit as a safety net? Regards, Ron

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