WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 207.00

+3.3%

12:39 PM EST

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To: Louis Riley who wrote (918)	10/15/1997 7:27:00 PM
From: Ron Wilhoit	of 60323

Louis, SNDK is the reason INTC missed estimates. That's what INTC said in their roundabout, truth concealing way. They actually blamed the flash market, but we can see from SNDK's report that it isn't the flash market, but the fact that SNDK is kicking the crap out of INTC in that market. As far as SNDK price goes, it has already been on a nice run. You make a relevant point about profit taking. Momentum players will start leaving, but I think others will take their place. Still wouldn't want to be short on this stock. Wouldn't be surprised to see it be flat to slightly down until the equity financing is out of the way. Then it should resume upward as the masses discover what is happenning in the flash market. Happy investing, Ron

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