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: Mike Winn who wrote (1763)	11/21/1997 12:13:00 PM
From: OrionX	Read Replies (1) of 60323

Mike, Great job digging this stuff up! What I particularly like is the following: "We believe there is enormous hidden asset value in fabless semiconductor companies that own equity positions in any of the three UMC joint venture facilities. Although we believe investors typically reward fabless semiconductor companies based on their future earnings stream and not on their hidden assets, in our opinion these assets should be considered because at some time in the future (1998) they will become liquid and will offer enormous cash potential which may be used to fund expansion and/or share buy back. " I don't believe many of the investors realize what potential lies here in the JV Sandisk has begun! The ceo may have a big mouth (wrong words, at the wrong time, at the wrong place) but he's no dummy, actually I'm starting to understand just how shrewd this guy really is! Thanks, Mauro.

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