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Technology Stocks : WDC/Sandisk Corporation
WDC 168.50-0.9%10:52 AM EST

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To: Zeev Hed who wrote (9821)3/25/2000 2:29:00 PM
From: Sam  Read Replies (1) of 60323
 
Well, Zeev, there isn't much bad news on the horizon!<vbg>
I don't think that a new high is imminent, suspect it will wait for the CC. Perhaps because I'm not used to these RMBS-like moves, but it went up to the 160s too quickly, needs to have some profit taking and some new owners taking positions in the 120s and 130s first, I think.

Do you think Sandisk might make a Rambus like move? They have a few similarities, both are patent holders/toll takers as well as manufacturers and potential disrupters. But I don't know enough about Rambus to know what they are about really.

RE: << I like the company, but the current price discounts a lot of good news and not much bad news (G).>>
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