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Technology Stocks : WDC/Sandisk Corporation
WDC 168.37+2.9%9:45 AM EST

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To: Art Bechhoefer who wrote (5508)4/20/1999 10:45:00 AM
From: Alan Lynch  Read Replies (3) of 60323
 
"With the overall market at extremely high valuations, particularly many technology/internet type stocks, my hunch is that prudent analysts are going to start looking around for better valuations, get rid of their former high flyers, and end up looking more favorably on the reasonably priced companies with unique products."

Art, from your experience just what sort of % of prudent analysts exists out there? You did state the majority tend to keep just try and keep pace. From Sandisk's perspective, what steps can the company realistically execute to achieve a higher profile within the investment community?

I contacted Diamond Multimedia to confirm the supplier of their new 32mb and 64mb flash memory. They confirmed it is Samsung (initially blowing me off with "we are in a quiet period and cannot give out this information.") Needless to say I persisted and finally received an answer yesterday.
Does Sandisk receive royalties from Samsung?
BTW, Art. I do enjoy your informative posts.
Regards,
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