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Technology Stocks : WDC/Sandisk Corporation
WDC 166.10-2.3%3:59 PM EST

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To: A.J. Mullen who wrote (8746)1/21/2000 10:27:00 PM
From: Michael A. Gottesman  Read Replies (3) of 60323
 
Talk about not having a clue.

Check out this link

radiowallstreet.com

An analyst from Gilmoure & Associates did an interview discussing several companies including SNDK. Its streamed audio. Give a listen - he starts talking about SNDK about 12 to 13 minutes in,

The analyst says that SNDK basically makes a replacement for floppy disks. A medium to transfer information to PC's from periferals that is less volatile and less subject to damage. Talk about an over simplification. Talk about missing it completely.

Then he says his company is shorting the stock at I believe he said 83. He says this is an example of a stock that is overvalued! If he thinks SNDK is overvalued, I've got a few more for him - just about every internet play.

But this goes in with Aus's comment that SNDK is relatively undiscovered by the analysts. There may be alot of truth to that.

Mike G.
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