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Technology Stocks : WDC/Sandisk Corporation
WDC 241.22+2.1%3:47 PM EST

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To: FR1 who wrote (7036)9/23/1999 11:06:00 PM
From: Ausdauer  Read Replies (1) of 60323
 
Franz,

RE: Investor Relations

I feel sorry for Sharon Spehar. I am sure she had a lot of irate shareholders barking in her ear today. I met her at the Shareholders' Annual Meeting this Spring and she just doesn't deserve that kind of treatment.

There were several press releases updating the situation in Taiwan. Perhaps management didn't feel any further comments were necessary. But with the secondary coming up it would have been nice to have a little update originating from the company, even if it just paraphrased the other releases.

Either way, I think the uncertainty of the situation was enough to send some people for the exits. The total share volume also suggests that some institutional support has left. I guess I am surprised because I thought that these would be long-term shareholders.

In any case, nothing can compare at all to last Fall. I kind of feel that whatever doesn't kill me just makes me stronger. I survived the downward spiral to single digits and I am prepared for whatever the market will dish out. Pain is temporary, right?

Still unflaggingly long.

Ausdauer
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