WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 185.01

+5.7%

3:43 PM EST

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To: Rex Dwyer who wrote (4326)	1/16/1999 6:17:00 PM
From: Ausdauer	Read Replies (1) of 60323

Rex, I distinctly remember reading the analysis that you and Jerome wrote up in late 1997. It answered alot of questions and put the entire investment case into perspective. The difference now is that market demand for the target products is snowballing, several competing formats have fallen by the wayside (and several new have arrived), MMC is precocious (and will likely have an abbreviated adolescence), and the stock chart will likely be a mirror image (along the abscissa) of most of 1998. We have retail market demand blowing into our sails. We have also been basing around $12.00 for many weeks. And, as we all know, the longer the base, the stronger the rise. Let's hope that we have a full head of steam going into earnings' day and that "the street" is pleasantly surprised. Ausdauer (23 5/8)

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