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Technology Stocks : WDC/Sandisk Corporation
WDC 137.25-2.1%10:04 AM EST

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To: Art Bechhoefer who wrote (7697)10/15/1999 10:07:00 AM
From: Ausdauer  Read Replies (1) of 60323
 
Art and Thread,

I am celebrating this weekend because of the record quarter.

Hope that the market settles down. I sold off many long positions lately to purchase SNDK on the cheap and see today that most have already declined several dollars since I sold them. We may be in for a rough go here, but I feel confident that SNDK has seen enough turbulence here that anything in comparison will pale.

Have an over concentration now in SNDK after selling several long holdings in other companies (and after successfully diversifying earlier this year using the Freeman School of Investing techniques) which included two companies that were acquired or are to be acquired (XYLN and SMOD) as well as VSAT, AFCI, SSTI and IDTC.

Feel reasonably snug here in my little, undiversified, high risk SanDisk portfolio.

SanDisk...See the Big Picture

Ausdauer
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