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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%3:59 PM EST
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To: Jill who wrote (26888)10/26/2004 1:53:10 PM
From: Art Bechhoefer  Read Replies (3) of 60323
 
Re: SSTI--I considered SSTI many times but preferred the more diverse product line at SNDK, plus the very conservative bookkeeping at SNDK. If there is a bias in my evaluation, it is similar to that held by Warren Buffett. If a company is well managed and shows it can make a profit during tough times, it's worth hanging on to. As Buffett has noted very often, you buy a good stock with the idea of holding it forever (or until the basic fundamentals change).

Art
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