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Technology Stocks : WDC/Sandisk Corporation
WDC 163.26+3.5%Nov 28 12:59 PM EST

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To: limtex who wrote (5142)3/19/1999 11:42:00 AM
From: Ausdauer   of 60323
 
Limtex,

The company has had several recent press releases which have been, IMHO, favorable. I will never forget the bomb that exploded last June when the earnings shortcomings were announced. That was very painful and distressing.

The last conference call wasn't that long ago. I think it would be extremely poor judgement to follow the information presented there with an earnings warning or the like.

For all I know IBM will announce doubling of the MicroDrive capacity and cut the cost by 50%. That could have an equally damaging effect on the stock.

We have had an enjoyable few weeks here that has brought us close to $40.00. I am not happy about today's retreat, but it had to happen at some point.

You know that I am a SNDK long. This hurts you as much as it does me or anyone else on the thread.

Aus
(33 1/8)
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