WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.05

-2.0%

Dec 30 3:59 PM EST

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To: Cary Salsberg who wrote (28014)	4/26/2005 8:25:53 AM
From: alanrs	Read Replies (2) of 60323

"These results reflect long term competitive advantages and high entry barriers." 1)After the fact analysis. They did well, therefore they had a competitive advantage. Also not defined. What was that advantage/barrier? What is it now? (both rhetorical questions). 2) I actually had a small investment in SFAM once upon a time. Made a little money, only because I was lucky enough to bail before it became obvious that they did not have an advantage. A quick glance at AMAT chart doesn't give me confidence in its ability to make me money. While I didn't access a chart that went back to its IPO, my suspicion is that such a chart would show that I would have made a lot of money if I had invested in it long before any advantage or barrier was discernable and then sold in 2000-right about when I sold SFAM. I further suspect that the above statement is true about vitually every tech stock in existence. 3) John Fowler doesn't post a lot, at least on the threads I read. However, it has been my observation that he is one of the good guys. 4) I don't post a lot either. It's rare (like never) that I have knowledge or information not generally available to everyone. I sometimes have opinions, but mostly keep them to myself. 5) I usually don't take exception to another posters language. Either the person is obviously obnoxious and I immediately ignore, or they are not and I just read the post. 6) Oh who cares. This is taxing my typing patience. ...."a mind that produces the above".... A turned phrase that convinces me that I will have to soldier on without benefit of your input. No big deal. Good luck to you in your investments going forward. ARS My apologies for taking up everyones time with such a silly post.

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