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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Tai Jin who wrote (6568)	7/31/1999 9:59:00 AM
From: Art Bechhoefer	Respond to of 60323

Given the overall weakness in the markets in general, and in tech stocks in particular, SNDK is performing well above average for tech stocks. A drop in share price would not be out of line. The fact that the current price is almost near the all time high (compared with high flyers like MSFT and AOL, which are well below their highs) shows that SNDK should be seen as a sign of strength.

To: Tai Jin who wrote (6568)	7/31/1999 12:00:00 PM
From: SBHX	Respond to of 60323

tai, Sandisk did much better last wk than all the other stock in my portfolio. As for day to day variations, if you believe in the business model, then it makes sense to invest for longer term horizons. Of all the alternatives to CF and smartmedia : MO, microdrive, the current required to drive the lasers or the mechanical drives are much higher than the flash. Byte for byte, this is the media for anything that lives on batteries. I still like SNDK on the strength of their patents, but I won't be surprised on a temporary pullback.