WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.52

-4.2%

1:56 PM EST

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To: The Prophet who wrote (11238)	5/19/2000 11:14:00 PM
From: Ausdauer	Read Replies (1) of 60323

Prophet and Zeev, I have read comments from both of you. I wished to remark. ________________________________________________________________________________ To the upside (where we have been)... Well respected analysts have already given price targets several fold above our current share price. These estimates may be "ebullient" and totally unrealistic given the latest technical characteristics of the price decline. They may be based on an investor climate rooted in euphoria and disinhibition. Thus, I think these targets are doubtful now only due to general market conditions, NOT A FUNDAMENTAL BREAKDOWN IN SANDISK'S BUSINESS MODEL OR EXECUTION. To the downside (where we are now)... A doomsday scenario that totally overlooks SanDisk's unique position in the flash market and applies simplistic valuation tools based to overly pessimistic analysts earnings projections is equally faulty. SanDisk is a pure play. It is a prototypic Gorilla Game stock that is executing exactly as planned in multiple (yes, multiple) tornado markets that are developing at a pace faster than anyone would have predicted. This positioning is nearly unprecedented. Further, we are in a period of supply and demand inversion that is typical of a tornado. The Oppenheimer CNBC guest is either badly misinformed, delirious or attentionally crapping on the stock to establish or increase a position. _________________________________________________________________________________ What I believe... I believe that Dr. Harari's remarks regarding market elasticity are dead on. I believe also that SanDisk's IP position is supersaturated now and on the verge of crystallization. I believe that visibility is clearer now than ever before. I believe SanDisk is about to enter a period of hypergrowth. And I believe the technical data that everyone is bantying about is terribly skewed by the liquidation of shares sold by a single entity that owned 22% of this company. I believe this is an unbelievable buying opportunity for a long-term investor who has the patience to buy and hold. THAT IS PRECISELY WHY MY MONIKER IS "AUSDAUER". I BELIEVE I HAVE THE PATIENCE TO ENDURE PERIODS EXACTLY LIKE THIS. For support for my contentions I draw on the sum total of every single post I have made here over the last 2 years. Ausdauer "My favorite holding period is forever."

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