WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 166.47

-2.1%

1:56 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JesseK who wrote (13808)	8/10/2000 12:49:51 PM
From: Ausdauer	Read Replies (2) of 60323

Jesse, Thanks for the update. FMR has had a large position in SanDisk for as long as I can remember. It would seem natural that the would take some profits along the way. I think there decision to sell was inopportune. The FMR selling coupled with Seagate's prompt exit has been just devastating to the share price. This is particularly discouraging because of the major announcements that have been made, yet not heeded. I wonder what institutional interest it will take to resurrect SNDK. I am thinking about doing something silly like sending an e-mail with an investment thesis to some of the more successful mid-cap funds with no current SNDK position. Probably will just get deleted, but it is worth a try. The content of SanDisk's press releases over the last 6 months have just been phenomenal. It is unfortunate that many of these messages have been "lost in the scuffle". I think their ambitious move to take a stake as a major player in the consumer kiosk business is interesting and sets them apart from the competition who have concentrated on Internet-based on-line services which are now too numerous to count. These services totally ignore the segment of the digital photography consumer market who are less reliant on the PC-centric and Internet-centric photo print servies. Message 13056387 I am sure there was a lot of thought put into the decision to establish kiosk services. There appears to be more than just meets the eye. And after all of our clammoring here on SI about SNDK needing to get the message out it would appear that they were indeed listening! I still think there is a lot to be done with marketing and merchandising, but this is a major step forward. Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next