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Technology Stocks : WDC/Sandisk Corporation
WDC 157.11-5.4%3:59 PM EST

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To: Jerome Wittamer who wrote (3063)5/22/1998 1:22:00 AM
From: Rex Dwyer  Read Replies (3) of 60323
 
There are still upsides to this story.

1) Design-in activity is still high.
2) Hand held PCs are rolling out.
3) PalmPCs are just beginning, maybe PalmPilots will get CompactFlash&#153.
4) The MMC to be rolled out soon as well, with a major design-in in the bag already.
5) Sub $1000 PCs and lower PC prices should do nothing but help this market.
6) AOL and Kodak are doing the marketing...

I still have a strong belief that this company will grow. I feel less strong that they will earn a big profit from that growth. We'll see. I'm still holding and thinking of buying more.

Rex
SNDK $16 5/8
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