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Technology Stocks : WDC/Sandisk Corporation
WDC 140.23-8.9%3:59 PM EST

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To: Art Bechhoefer who wrote (5883)6/2/1999 9:08:00 AM
From: Sam  Read Replies (1) of 60323
 
Art,
<<I can't see any reason for the recent advance over the last couple days, other than optimisim over the patent suits.>>
Well, there has also been some nice MP3 publicity, and MMC is coming. This could be money coming in that is anticipating a good Sept quarter and a great Dec quarter, with sales of MP3 strong, digital cameras even stronger, and MMC revenues beginning. Dec now less than 9 months away. Though there will be some rocky times twix now and then.

All that said, you could be right. Settlement talks are probably hot and prickly right about now. A favorable settlement for SNDK will send the stock to all time highs, IMO (not all that far from here!). Another affirmation of their ability to protect their intellectual property.

Sam
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