WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 214.00

+0.9%

Jan 13 3:59 PM EST

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To: Ausdauer who wrote (12669)	7/8/2000 12:45:17 PM
From: TREND1	Read Replies (3) of 60323

Aus (1)Your FA work has shown me that SNDK is a great company. (2)SNDK has a lock on a market, which is very important long term. (3)But the books that I have read on Market Portfolio 101 shows how "market Risk" is also a driving force for a company. (4) The SSB report shows how "most" semi companies have gone through these over building cycles for the last 40 years. (5)Finally, Bob Brinker's latest newsletter($185/year) says it beautifully. When the Fed raise interest rates every worker has less money to spend on other things.And SNDK doesn't sell FOOD(g) Larry Dudash

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