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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Bhag Karamchandani who started this subject	8/3/2000 11:41:32 PM
From: Rarebird	Read Replies (2) of 60323

I took a half position in SNDK today at $57. I couldn't resist. I'm prepared to buy more in the 40's if need be. I can only tell you why I bought SNDK. I follow the whole wireless platform very carefully. I've owned a PALMIIIx for a year, with wireless internet access, and I own the only Palm that has an expansion slot where you can put in flash cards. The bottom line here is that SNDK's flash cards are considered the best in the wireless community and they stand to profit big time as the wireless platform grows tremendously. The advent of the Pocket PC with Windows CE 3.0, is also going to produce big time profits for SNDK. Moreover, Palm is going to come out with its next line of Palm Pilots with a very easy accessible compact flash slot for all its Palms. SNDK is going to make a fortune here too. It is true competition here is cut throat, margins are not immense and only the best will survive and rule this market. SNDK is already the industry leader for the Palm Flash Card Platform for the TRGPro. SNDK is extremely diversified in the platforms that they sell to. IMO, very few people understand how diversified SNDK is here. Sure, the stock took a hit lately as a result of the Nokia, Motorola and Ericson Preannouncements; but that's minor in comparison to what SNDK will gain in the Wireless Sector. The selling by Seagate is no short term help here either. I just can't believe how cheap SNDK is here: No debt, great cash flow and tremendous earnings growth going forward. Great Technology. Boy is the stock incredibly volatile!

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