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Technology Stocks : WDC/Sandisk Corporation
WDC 166.10-2.3%3:59 PM EST

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To: John F Beule who wrote (13800)8/10/2000 10:02:22 AM
From: Rich Miani  Read Replies (1) of 60323
 
interesting: Vinik was a big seller of SNDK - this must've contributed to the downward pressure in the spring...

from the street.com's article on Jeff Vinik who manages about $4B.
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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).
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