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Technology Stocks : WDC/Sandisk Corporation
WDC 282.58+8.6%Feb 6 9:30 AM EST

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To: Binx Bolling who wrote (675)8/14/1997 11:38:00 PM
From: David W. Tucker   of 60323
 
I gathered from a radio report today that the entire semiconductor sector has been in a real slump the past two weeks, and Sandisk has been weighed down somewhat from this. I agree that this beach ball seems to have a lot of energy in storage ready for a blast-off. It was nice to see a 3/4 point gain today, but it seems we should be abit higher. Perhaps it will get better following the options expirations friday.

Seems like a lot of good news lately. I found the 10-q report of Wednesday to be very conservative as usual, but I found nothing in there to really bother me. Yes, competition will be increasing, but Sandisk is well positioned.

Continued good luck to all...

dave

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