WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Craig Freeman who wrote (4560)	1/28/1999 6:46:00 AM
From: Ausdauer	Read Replies (2) of 60323

Craig, You have made a strong cautionary statement. It would almost make one want to liquidate positions in all of the high flying issues in a portfolio. Simply stated, nobody ever lost money taking a profit. Some of your analogies seem improbable, though not implausible. I almost detect a bit of paranoia in the post. I am gambling that SNDK will prevail over Lexar. There is precedent to support this roll of the dice. It will be a landmark decision. It could also be a deep flesh wound if SNDK loses. ( At the least SNDK has manufacturing economies of scale in place and a presence in the retail market. It may not be as bad as it seems given they are profitable without any royalties being paid on CF to date.) I also would like to be on board when Olympus announces a defection to the CF standard and when 3Com announces an MMC or a CF slot on the latest version of the Palm Pilot. I also have learned that it is as tempting to sell your winners prematurely as it is to hold on to your losers as they plummet to earth. Ausdauer (long and holding at 29 1/8)

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