WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: JF Quinnelly who wrote (607)	7/12/1997 12:03:00 AM
From: David W. Tucker	of 60323

To my thinking, this stock is running up based on speculation for the future, not based on any near-term fundementals. I do not know of any other company in exactly the same catagory right now. The digital cameras are flooding the stores RIGHT NOW. Just go out and check your local electronics superstore! This will be big stuff this winter, but the digital cameras are going to end up being just a small portion of SNDK's reach. Their flash memories can be used in hundreds of different types of devices. As time goes by, we'll see this occuring more and more, just like we did this week with the medical device agreement. It is going to take time for this to pan out, as stated in SNDK's annual report. This stuff just doesn't hit the market overnight. In the long run, this company will rocket to the moon. I know this sounds like hype, but I've studied the technology and the marketplace and feel rather strongly about this. I've been lucky to have made some good money lately by playing SNDK thru the options and plan to continue rolling over these options over the next couple years. I expect bumps along the way, but so what. There are a whole lot of film and camera companies becoming scared to death over this digital camera stuff, especially KODAK and FUJI. I can't wait to get mine with a color printer and so forth. It's the wave of the future. CAN YOU IMAGINE USING FILM TEN YEARS FROM NOW?? IMAGINE HOW MANY PICTURES ARE TAKEN EVERY DAY AROUND THE WORLD. Good luck to everyone (do your DD). dave

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