WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 214.50

+0.2%

11:04 AM EST

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To: 5dave22 who wrote (17553)	12/22/2000 9:41:16 PM
From: Ausdauer	Read Replies (2) of 60323

Dave, don't expect any statements from SanDisk. Eli is wrapped up in making SanDisk a leader in its field. He has a lot on his plate right now with the upcoming fab in Virginia going on-line in the next few months. Also, SNDK has two new product lines to develop to serve embedded applications and is busy writing new patents. It has never been their policy to quiet disquieting news or instill sanity in an insane market. Look at their comments after Lexar capitulated on the patent infringement. LOOK HARD, REAL HARD. That's right. There was no press release. The recent fall from $70 to $27 makes things smell fishy. It was the same way when we scraped bottom several times earlier in the year. In the end there really wasn't any fish at all. Just like there wasn't any exceptional news when we were peaking out at $169.75 this Spring. The quarter closes in less than a week's worth of business days. I plan to hold judgement until earnings in 4 weeks, but share the same insecurities as you do. That is just human nature. Ausdauer

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