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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST
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To: Art Bechhoefer who wrote (7097)9/26/1999 6:57:00 PM
From: limtex  Read Replies (2) of 60323
 
Art and thread -

I have seen reports of power ratioining on this thread in the last few days. The rationing looked to me to be very good inview of the serious damage which we all believe must have occured to the power distribution system.

1. I do not believe this is going to take months to restore.

2. Eli is nothing if not resourceful and I'm sure they will minimize the hiatus in production.

3. There is quite a bit of pessimism on the thread over the last day or so and IMHO this is way over done. My guess is that people whose interest it is to see the price 'a bit' lower right now are jumping for joy. Those who get in on this secondary are going to do even better than those that got in on the last secondary at $28.

Relax guys nothing is going to stop the CF roller coaster. If nothing else therre are 1.3bn Chinese on the mainland who are just itching for work and investment. Short term the price may go all over the place but by Jan 1st 2000 SNDK is going to be a frimly established Gorilla as all the new apps start to take orders and production has been normalized.

Unusual for me to be so calm but there it is. IMHO rthe fundamentals are very very strong and getting stronger.

Best regards,

L
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