WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 252.98

+5.0%

2:40 PM EST

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To: Art Bechhoefer who wrote (24728)	1/23/2004 11:18:23 AM
From: Dave	Read Replies (1) of 60323

Art: I do agree with you completely regarding Kodak. In fact, Kodak has started the implementation phase of placing Kiosks to print pictures saved on Flash memory. On the other hand, SNDK began its investment in this process around the 2000 time frame. Since I really haven't heard much about this from SNDK, one may assume that may not be the "strategy" to pursue. When companies have a track record of doing the right things year after year, an investor has a much easier job Agreed. (I think this may be a first <ggg>) Quality of management is definitely a very important, but difficult characteristic to evaluate. The industry, also, is important, too. Buffett learned that even if he had a great management team in place, a great management team cannot overcome dynamics in a poorly performing industry.

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