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Technology Stocks : WDC/Sandisk Corporation
WDC 174.21+6.9%Nov 10 3:59 PM EST

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To: Ausdauer who wrote (13707)8/9/2000 6:00:26 AM
From: Craig Freeman  Read Replies (1) of 60323
 
This article on Jeff Vinik's fund may be old news but it explains some of SNDK's price action. Anyone know how much SNDK is still held by his successors at Fidelity?

"Star Stock-Picker Vinik Handily Beating Major Averages This Year, By Brett D. Fromson, Chief Markets Writer, 8/8/00 5:22 PM ET

... A look at Vinik's most recent 13-F filings with the Securities and Exchange Commission shows which bullets he dodged earlier in the year. By the end of March, he had blown out of a bunch of high-priced technology stocks, including Sandisk (SNDK:Nasdaq - news), Photon Dynamics (PHTN:Nasdaq - news), Microchip Technology (MCHP:Nasdaq - news), SCI Systems (SCI:NYSE - news), Dallas Semiconductor (DS:NYSE - news) and Audiovox (VOXX:Nasdaq - news) ..."

thestreet.com

Craig
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