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Technology Stocks : WDC/Sandisk Corporation
WDC 158.02+5.2%9:30 AM EST

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To: Jerome Wittamer who wrote (2756)4/9/1998 5:26:00 AM
From: limtex  Read Replies (1) of 60323
 
Jerome -

Always good to hear from you especially when the stock has dropped!! Your calm confidence is always reasuring.

As regards Asia I read this morning that A bond issue for Korea has gone very well at 350 or so BP over US and that the Korean restructuring is going very well. I'm not surprised re Korea and I thiink the Thais and the Malaysians will also get on stream. They were talking about recovery next year. OK thats not so bad we hope!

As far as Indonesia is concerened I agree I think its going to be bad to worse but by now everyone knows that and lets hope it's factored in.

Now maybe there's a bit of good news that we've overlooked re the MMC - and that is that SNDK is in JV with Siemens and Siemens is a pretty powerful partner to have and is quite good at marketing and has good markets all over the world including those parts that are not so badly concerned with the affected Asian markets.

Just some thoughts.

Best regards,

L
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