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Technology Stocks : WDC/Sandisk Corporation
WDC 187.39-6.3%3:50 PM EST

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To: Ausdauer who wrote (3541)7/25/1998 4:55:00 PM
From: Rex Dwyer   of 60323
 
Re: Previous post

All of that seems right on the money. Certainly there is nothing "inside" about the information. I've said it all before.

This company is surviving this downturn by clinging to the buoy of its patents and its higher margin large memory format PCMCIA and CompactFlash products. A loss in a patent dispute would turn this company into a weak competitor in commodity Flash and memory card assembly manufacturing.

Rex
$11 3/4
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