WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 140.22

-8.9%

3:59 PM EST

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To: Zeev Hed who wrote (11769)	6/3/2000 5:22:00 PM
From: Ausdauer	Read Replies (1) of 60323

Zeev, To be totally fair I will include flash oversupply and margin erosion when I rewrite the last two chapters of my investment thesis in order to add balance. The risks that I listed were political and geophysical uncertainty in Taiwan. (I got carpal tunnel syndrome before I could write the entire list of risks in the annual report!) I would appreciate further criticisms, additions, omissions and the like... Message 13808062 Message 13808089 Aus ("I got this feeling like I'm a pair of beige, suede Hush Puppies at a black tie affair.")

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