WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

3:59 PM EST

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To: KY who wrote (12102)	6/20/2000 1:13:00 PM
From: Ausdauer	Read Replies (2) of 60323

KY, I always thought that losing the Lexar case would be a major event... ...then Eli stated, "We remain confident that we will prevail..." or something to that effect. Well, he beliefs were well founded. We won the suit, but the stock dropped $50.00 within the week. I am mostly concerned about the political situation in Taiwan and with earthquakes, both of which we have no control over. I am also worried about Hitachi flooding the market with flash and CF controllers unless it bears a direct relationship with royalties paid to SNDK. There are many other potential pitfalls (see the annual report for more details). The FlashVision outfitting and qualification is also vital. As Eli stated, execution is perhaps the biggest risk to investors in the near-term. Sorry to hear you got "KY'd" by GMST. (A joke only other MD's will probably understand.) Ausdauer

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