WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: TimC who wrote (4202)	1/2/1999 10:36:00 AM
From: limtex	Read Replies (1) of 60323

Aus, Jerome (hope you're still there) an all, Well here we are. Its about a year and a half since I first saw Eli on CNBC, summer of 97. Then the stock was over $30 and I thought that I believed in investing!!! Well I'm still a believer in SND and maybe this year will be SNDK's breakthrough year. BTW I don't subscribe to the worrst case scenarios in the 10k. Firstly they have to include that kind of caution but secondly surely they wouldn't all be wasting their time and their lives if this was a dead duck. Then there is the question of R&D. Something we haven't really focused on recently. I mean at least the company is profitable and that is after a quite a lot of good R&D. Now they've done the CF and the MMC and they are fo course working on 'more for less'. But I would be surprised if that was all they were working on. It's been a little quiet on that recently and it isn't as if the company is short of great creative and iventive engineers. Then there were all those joint ventures and design ins that were announces late 97 and early 98. Surely some of those will start to produce soon. Then there is our new friend the Rio. Apparently the big record companies and the music business is in a state of panic regarding the internet in general and this new product could really upset their plans. Very difficult situation fro them really since they wouuld love to restrict or censor or stop certain activities on the Internet but these are the very same people that have screemed blue muurder every time any of their activities were threatened with any form of restriction in the past. Poor old music business they and their artistes havelived off the fat of the land for years and now they've got a real problem. Anyway it just seem to me that for SNDK the year offer great opportunity and so HNY to all and to Eli and the team. Regards, L

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