WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Jason Rooks who wrote (3878)	11/6/1998 2:53:00 PM
From: Rex Dwyer	Read Replies (1) of 60323

Hi Jason, My thoughts have not changed. My old report is still valid except for the extreme price pressures we have been seeing. We need to wait for general semiconductor price stability, which is happening right now. I have been buying at $16-17, $8, and $5 3/8. I now have too much money in this stock. But I'm not selling. I'll have to get richer that I had planned. The royalty stream plus balance sheet is worth $17 alone, before non-liquid assets. www3.techstocks.com techstocks.com Rex $11 3/4

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