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Technology Stocks : WDC/Sandisk Corporation
WDC 214.62+0.3%10:37 AM EST
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To: TREND1 who wrote (12667)7/8/2000 12:14:25 PM
From: Ausdauer  Read Replies (1) of 60323
 
Larry,

I will try to get to your site over the weekend. I understand the importance of these macroeconomic (is that a proper description of the 6 points you listed?) trends and wish to incorporate your knowledge into my understanding of SanDisk specifically. Perhaps you would be so kind as to summarize in a page or two how the SSB report ties into SanDisk's expansion plans and intended capital expenditures. I don't mean to be lazy, but it would be a nice platform to launch discussion from and I am sure many on the thread would appreciate your input. You seem to have put a lot of effort into collating the information.

Some things still puzzle me. SanDisk hasn't even cut its first check for capital expenditures and they already missed the boom? I thought our target markets were nascent. We had inventory write-offs in mid-1998 and now we can only keep up with 60% of demand. I still can't get my arms around the oversupply concept. Have you seen any of the comments in the Barron's article? Would you disagree with those comments?

"Steaks with Sizzle: Hopping from the fire into the frying pan."

Worse comes to worse they can always write us all a dividend check for $8/share and go private.

Ausdauer
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