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Technology Stocks : WDC/Sandisk Corporation
WDC 162.40+2.9%3:59 PM EST

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To: Ausdauer who wrote (6942)9/11/1999 10:45:00 AM
From: Keith A Walker  Read Replies (1) of 60323
 
Aus: "out of the closet", that's a new way to put it. I would have told you no matter what. SNDK is probably a sensible long-term position, just like BRCM or CSCO. Going short in my mind has nothing to do with the company at this point, just a pricing issue.

By the way, there may be some new technologies that will compete with flash:

mhtx.com

These folks have holographic storage patents and technology in the portfolio. Probably wise to keep in mind.

Good trading, Keith
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