WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: JOE W who wrote (1338)	11/5/1997 5:23:00 PM
From: Sam	Read Replies (2) of 60323

FWIW, I agree with Joe and Bobby on the buyout--too much happening too fast, too much uncertainty for now with enormous potential. This is a stock to buy now and forget about for a couple of years. They could be huge winner to pay 20% cap gains on. Better, IMO, not to have a buyout, assuming that SNDK can finance and execute a proper expansion of capacity, or find second sources a la Intel in the 80s to make up for any shortages. RE: Seagate. They have owned 25% for some time now. I seem to recall reading that they lifted their stake last spring, but I may be mistaken. In any case, I never read what they lifted their stake to. Regards, Sam

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