WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Art Bechhoefer who wrote (6114)	6/23/1999 11:53:00 AM
From: Paul Senior	Read Replies (3) of 60323

Well I guess it's about differences in investing style and capability. If you are correct about SNDK being undervalued, and if your style is to be able to hold through thick-and-thin, then maybe SNDK will be another Berkshire for you. I respect your capability in your investments. I see nothing but good happening to SNDK - the company. The patent protection and being in the right place at the right time (MP3 and digital) and the ability to capture the imagination for use in other products also (e.g. phones). And the stock performance could be another fad stock ala Iomega in '95-'96. That'd be great. The stock has moved up so much though already this year. And we have seen that stocks are greatly influenced by the overall market. So there's a lot that could happen to the stock - turn it back down, even as the company prospers. For me, I'm taking some profits now. I've been wrong many, many times before -- but it just seems to be a prudent thing do for me. But it sure doesn't feel like it. -g-.

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