WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.44

+1.0%

3:59 PM EST

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To: ED PLOPA who wrote (1018)	10/19/1997 3:44:00 AM
From: Mike Winn	of 60323

Ed, thanks for the explanation on deferred income. Do you agree that the royalty income derived from the sales of flash components cannot be deferred? For me, it's like regular income from your own sales. As far as my other holdings, check my profile for my current list of stocks. It's updated as I buy or sell. SNDK still represents my biggest holding. I was planning to take some profits off SNDK after earnings and put into some other stocks that I own now but have a smaller position until Mr CEO came out from nowhere and torpedoed my plan. Now I have to wait longer for this stock to recover. Personally, I think 30 is pretty low for this stock and I wouldn't sell some shares until the stock is at least 35. But other people may have a different opinion than me. I like to maintain a well diversified portfolio but sometimes, I have a large position in one stock for a very short time to maximize my profit after an anticipated event (like earnings, news), and then I sell some shares and go back to the well diversified portfolio. So Ed, what are your other fishes besides SNDK and MRVC?

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