WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

Nov 5 3:59 PM EST

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To: joncon63 who wrote (55027)	5/31/2013 2:08:38 PM
From: Art Bechhoefer	1 Recommendation Read Replies (1) of 60323

Warren Buffett buys stocks with the idea of holding them forever, or at least until some of the key fundamentals change for the worse. I'm holding my SNDK shares because there is no adverse change in the fundamentals, either in terms of earnings growth, margins, or quality of management. Nor is there a need for caution in response to pessimistic predictions of the overall market performance, at least for the next six months. However, there are some opportunities in the tech sector that might appreciate faster than SNDK, so I'm adding to my portfolio, effectively reducing the proportion devoted to SNDK. Art

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