WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (12150)	6/21/2000 10:15:00 PM
From: David W. Tucker	Read Replies (2) of 60323

Ausdauer: I've been lurking but from a distance. I took a bunch of profits some time back but still have plenty of shares. I think the short term play is good for Sandisk, but to me any long term play is a clear winner (yes - a bold statement) and a safe way to go. Sandisk has one of the highest volatility ratings I'm aware of among the stocks I follow. Remember that U.S. patents don't provide any protection outside the U.S., but Sandisk has several foreign patent filings that are quite useful (including PCT applications). I'm not sure how good their coverage is in Japan. There will always be some areas where their protection is not so good, like Korea. When I was deep into the art several years ago I came away thinking that Sandisk was pretty solid all over the world, especially in all the markets that matter (U.S., Europe,). The outcome of the Lexar case was no surprise to me. Congrats to all here who have done so well with Sandisk.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next