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Technology Stocks : WDC/Sandisk Corporation
WDC 200.46+6.8%Jan 9 9:30 AM EST
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To: Bargain Hunter who wrote (4240)1/8/1999 2:57:00 PM
From: Ausdauer  Read Replies (2) of 60323
 
Hunter and Thread,

As part of the New Year house cleaning in my portfolio I am trying to justify my current positions. The reasons I continue to like SNDK is:

1) They are an IP company in disguise.
2) They are included in the new breed of fab-less Semiconductor manufacturers.
3) They have successfully penetrated at least four potentially huge markets for (consumer) mobile electronics and computing (digital cameras, PDA's, telecommunications equipment and .mp3 players).
4) They have links to the Internet (digital photography/e-mail and mp3).
5) They have a solid balance sheet with one third of their market capitalization in cash.
6) They are coming off of a retail season where their flagship product, CompactFlash, may begin to pay off significantly.
7) Nobody sees them coming.

Ausdauer
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