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

To: Ausdauer who wrote (7861)	10/28/1999 6:55:00 PM
From: Art Bechhoefer	Respond to of 60323

Aus, that's a valid conclusion. However, it probably isn't held by many of the analysts or portfolio managers who follow the stock. The average person in this kind of work has little understanding of the technology and the substantive issues. When they see that there's some ongoing litigation out there, they get scared and tend to stay on the sidelines. Exactly the same situation occurred with the regard to the litigation against QUALCOMM filed by much larger and more powerful companies such as Motorola and Ericsson. In the end, QCOM won. And when it finally dawned on the so-called investment experts that QCOM had won, the stock quadrupled in less than six months (starting last March). What you say is correct in the sense that the litigation SHOULDN'T have an impact, but it does. Art