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Technology Stocks : WDC/Sandisk Corporation
WDC 181.95+7.3%Dec 10 3:59 PM EST

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To: Ausdauer who wrote (15867)10/22/2000 5:02:42 PM
From: KevRupert  Read Replies (1) of 60323
 
Disappointed:

I am disappointed in SanDisk for all the wrong reasons:

1) SanDisk still doesn't take the initiative to put its conference calls on the internet. This shows a lack of concern for the individual investor. (At least I can't find the cc on the web.) I, amongst many on this thread, have asked via email and snail mail for the company to correct the situation -- they simply refuse to.

2) There are way too many moving parts in SanDisk's visibility and earnings projections. When I say moving parts I am discussing the following issues: a) competitor's products (other than the memory stick), b) patent protection, c) how the ramp in flash memory production will impact SanDisk's margins and margin share in the future, and d) I have difficulty understanding CEO talk due to his accent (this is my problem - I realize).


The earnings and sales have been fantastic. But the above reasons are why I have never made SanDisk a big personal holding.
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