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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: pala who wrote (8102)11/13/1999 5:04:00 PM
From: gdichaz  Read Replies (2) of 60323
 
Pala: Ausdauer's case re SanDisk on the G&K thread was one of the most comprehensive and well reasoned that has ever been made there IMO. Only a few of us paid attention though. That was the participants on that thread's loss. Further active discussion would have been to everyone's benefit there, but did not happen. But, interestingly enough, SNDK was added to the list to watch.

I was persuaded to do due diligence and am happily here. Only question I have for you is, why do you assume switching costs are low? Switching from what to what? By whom? Curious. Chaz a.k.a. Cha2 on G&K
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