WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 253.98

+5.4%

12:53 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dave who wrote (24692)	1/23/2004 11:10:50 AM
From: Art Bechhoefer	Read Replies (1) of 60323

Dave-->>I don't see why you continue to harp on your comparison of Kodak v. Sandisk.<< I make the comparison to show the differences between Kodak and SanDisk in terms of quality of management decisionmaking. It couldn't be worse at Kodak (I have personal experience with this, since I know many of the culprits), and it would be hard to be better than at SNDK. When companies have a track record of doing the right things year after year, an investor has a much easier job. Just go along with the management, which, by virtue of its prior record, will end up doing the right thing for shareholders. There are so many things that SNDK could have done, which would have NOT been in the shareholders best interest. Yet time after time, they've made the kinds of decisions that over the long pull maximize shareholder value. And they have also shown that they are scrupulously honest in disclosing good and bad events in a timely manner. The majority of investors tend to look at more quantifiable performance measures, but quality of management is the real key to a successful investment. Art

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next