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 172.31

-2.1%

11:44 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Greif who wrote (863)	10/10/1997 4:38:00 PM
From: Jerome Wittamer	of 60323

Jim, >>I'm glad to see you're on the positive track on Sandisk, since you have researched it carefully.<< Well I hope so, since I spent 100s of hours analysing that company since early '96. >> I'm still amazed at its bounce this year. I kept on expecting it last year, but I guess the revenue growth wasn't there. But, considering I bought it in the summer of '96 for a bit over 10, this has been a nice ride.<< You know, I also bought a bit above 10 and I was expecting a move towards the mid 20s. Not the early 40s!!! We closed at 39 5/8. I am still very long. To me flash as a consumer product is only beginning. Price should decrease along with capacity which should enable a lot more applications. Price is critical in this industry and our companies know it well. >> Hope you're right about 50 by year's end.<< Yes I am. :-) Good investing, Jerome

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next