WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Jim Greif who wrote (1450)	11/11/1997 2:27:00 PM
From: Jerome Wittamer	Read Replies (2) of 60323

Once again Jim, you made good points! I think your #2 is THE most important issue for institutional investors and mutual funds. Therefore I am not afraid of the secondary offering since (i) dilution would be minimal and (ii) as it would bring more liquidity and depth to SNDK market. Together with sales above $100M, we could see a stronger stock then ever. Anybody anticipates weakness in the stock, prior, by the time or after the offering? By the way, there was no comment on the Ericsson HPC design win. Please note that this is not related to the release of the MMC. This proves that SNDK's marketing team is really good at selling its technology. They did that while working together on the technical requirements of the MMC. Nokia 9000 Communicator currently uses M-Systems' TrueFFS technology, maybe will Nokia switch to SNDK? I would tend to assume that it's already in the works. Be ready for Comdex related news releases!

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