WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: Paul Senior who wrote (10529)	4/20/2000 10:43:00 AM
From: Ausdauer	Read Replies (6) of 60323

Someone said..."I vote that we don't win any more lawsuits" I would add to this... "I hope we don't have any more record quarters." Paul, I respect your sage advice, but I guess I don't see any parallels between IOM and SNDK. SanDisk's IP and innovative product line are the future and SanDisk is minting the digital currency for The Millennium. Iomega has enjoyable products and fantastic (although expensive) marketing & advertising. For most of the 1990's IOM's products were dominant. But there were many competing standards that followed the launch of the Zip drive. The Iomega star is fading fast. SanDisk's C.A.P. is going to be very long. I am shocked by today's action in SNDK. I hate to telegraph personal transactions here and have avoided doing so in the past. But I am a big buyer of SNDK of late. Rewarding a key patent infringement victory with a $50.00 haircut and a record earnings report followed by a CNBC interview with a $9.00 drop indicates a lack of understanding in the market or market manipulation. There is no other logical explanation. A respectable analyst has set a 6 month target of $200.00 and EPS this year will almost certainly exceed $1.00 share post-split. The last shares I bought were a few minutes ago at $97 3/8 and I think that is a steal. Now if we can just lose a few patent lawsuits and put together a string of disappointing earnings we'll all be able to retire. Ausdauer The "SanDisk Paradox" is alive and well.

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