WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Ausdauer who wrote (13295)	7/25/2000 5:09:16 AM
From: Artslaw	Read Replies (2) of 60323

An unexpected plug from Dan Niles in the WSJ "Best on the Street" column today. This also explains why he hasn't mentioned SNDK at Lehman. Second-place finisher was Daniel Niles, who spent all of last year with Robertson Stephens but transferred to Lehman Brothers in May. Back for his second consecutive year in The Wall Street Journal's annual analysts ranking, he scored a 581% return in 1999 with SanDisk. The company makes flash memory, the compact data storage medium used in appliances such as cellular phones. Mr. Niles figured, quite accurately, that with cell phones continuing to grow in popularity, and with other flash producersIntel and AMD having other things to worry about, SanDisk would be in for a ride. Mr. Niles doesn't cover computer peripherals any more, but he says he is still a SanDisk believer. The stock was hit hard by the spring tech sell-off; Mr. Niles expects it to resume growing later in the year.

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