WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 174.70

-6.7%

3:38 PM EST

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To: Art Bechhoefer who wrote (19900)	4/2/2001 11:20:41 AM
From: John Trader	Read Replies (1) of 60323

Art, Thanks very much for your comments. I don't understand the flash business that well, and do not know a lot about the company either, but I am getting more interested in this one. Someday when this market turns around, the key will be to be in the right stocks. I hope this is one of them. Regarding the Barrons article, Rhonda seems to be relying on the judgement of that money manager, Eric Ende. I wonder what his track record is. One other thing I like about SNDK is that insiders own 50%, so it seems to me that it is less likely they will get bought out (which would limit upside on the stock). I wonder what you think of that Dataplay device, and the effect it will have on SNDK. Regards, John

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