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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (25046)5/19/2000 11:45:00 PM
From: Ausdauer  Read Replies (2) of 54805
 
Dear fellow Gorilla Game investors:

Nearly one year has passed since my original presentation of SanDisk to the thread members on this message board. Despite SanDisk's astouning $112.00 price decline since the highs of earlier this year, the stock is still some four-fold higher than it was at the time my investment thesis was presented here.

Message 10048370

I believe the recent liquidation of 22% of the outstanding shares by a single shareholder (Seagate) has created a unique buying opportunity for investors with a sufficiently long time horizon and a stomach for volatility.

SanDisk is in a bad way currently, but for reasons I cannot fathom. I urge you to carefully consider or reconsider SanDisk as a core holding. I believe that the current market conditions are temporary and that the target markets SanDisk serves are strong going forward.

Please take a moment to review your d.d. files on SanDisk.

Respectfully,

Ausdauer
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