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Technology Stocks : WDC/Sandisk Corporation

WDC 179.68

-1.0%

Dec 29 3:59 PM EST

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To: Ausdauer who wrote (20327)	5/25/2001 2:55:28 AM
From: Craig Freeman	Read Replies (3) of 60323

Ausdauer, what's your take on Motorola's Dragonball? Today's announcement cost us 5%. Do you think that it will hurt SNDK and CF in the long run? zdii.com Politico-Economic Commentary: IMHO, today's political events were the best thing since sliced bread. The markets love it when Republicans sit in the White House. And they love it when change is unlikely. When Bush alienated Jefford and drove the Senate into Democratic hands, he gave the markets reason to believe that we now have both goodies at the same time. While rising tides usually lift all boats SNDK may be left underwater. Where Motorola goes so goes Nokia and the near-death of Napster has minimized the .MP3 marketplace. Digicams aren't selling as well as predicted. So, it looks like the killer apps that drive hardware sales aren't in SNDK's hands. I once said that they would have to pull SNDK shares from my cold, dead hands. But my hands are very tired and I am still alive. Aus ... is it time to sell? Craig

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