WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.11

-5.4%

3:59 PM EST

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To: Rex Dwyer who wrote (1289)	11/5/1997 1:33:00 PM
From: scott	Read Replies (3) of 60323

Rex and Jerome and all "irrationally exuberant" SNDK bulls, Thanx for the reports and all comments to each other!!! I was finally tempted in to SNDK yesterday at 26 5/8 (typical for me that I'm too cautious and usually buy significantly off bottoms). I had to sell 1/4 of my CSCO position to get into SNDK.....Wah!!! My CSCO holding has been for 4 years though and its percentage composition in my portfolio is heavily skewed. Time for a little newer and younger growth prospects. THANX again!!!! Question: can you shed a little light on one cautionary comment out of Rex's and Jerome's report. "Embedded Markets: SanDisk is not winning in the embedded flash markets." Is this the ROM that is being "farmed out" to Siemans?

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