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Technology Stocks : WDC/Sandisk Corporation
WDC 187.88+0.1%3:59 PM EST

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To: Don Hess who wrote (4291)1/15/1999 6:48:00 PM
From: limtex   of 60323
 
DH --

I wrote the "Sun has got his hat on...."

After the period from autumn 1997 till the beginning of last week it was about time. What a lesson in patience.

I agree with you about the "Morning after" effect and it is upsetting but I get the feeling that this year is a little different.

The wall of money looking to get into the market.

Last year and the semi and disk drive price and inventory problems.

Last year the crash and Russsia and Indonesia and hoping for Greenspan to say and do something.

Last year many old fashioned Dow stocks doing OK and the EU market doing OK.

This year the economies of Germany and France look like they have run out of steam and are heading down-hill.

Old fashioned Dow Stocks don't look like they have legs becuase of all the emerging markets they sell into.

Tech Stocks and the NAZ look great.

All the SNDK design ins and annoucements look like they are about to bare fruit.

D-Cameras and more importantly (IMHO) solid state music players are visibly taking off.

So maybe, just maybe SNDK can announce well and then hold its price.

Regards,

L
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