WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: TREND1 who wrote (19618)	3/14/2001 12:19:01 PM
From: Sam	Read Replies (1) of 60323

Larry, The way you write about Sandisk, you appear to think that Sandisk is the only stock to get slaughtered over the past year. In case you haven't noticed, we have a lot of company. Anyone with half a brain knows that Sandisk is in a commodity business. What we had hoped for was some protection on the downside from patents. And we counted on a steadily growing market for a few years. With the macro environment becoming so sour so quickly, everyone in techland has a problem. I still think Sandisk will grow quite nicely over the next few years, when the macro environment and the inventory overhand clears up. Just when that will be is the question. Sam P.S. Yeah, I wish I had sold more when the stock was a hundred or more points higher (I sold a little). Or even 40 or 50 points higher. Mea culpa. But hindsight is 20/20. Not many people saw this macro environment coming so quickly.

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