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

To: rll who wrote (9378)	2/29/2000 11:25:00 AM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

rll - so are you shorting SNDK. How many shares of ENER do you own? I would think these are not unreasonable questions considering you appeared on the thread about a week ago preaching nothing but gloom & doom for SNDK and the wonderful merits of OUM. I've been following the ENER thread. They have no indication there about when full production of OUM will start either. Now if you have any "real" information for us, it would be appreciated. Mike G. SANDISK - "Hardware" NOT "Vaporware"

To: rll who wrote (9378)	3/1/2000 5:43:00 AM
From: Sam	Respond to of 60323

rll, I find it more than a little ironic that you would use ENER as a way of "responding to, in my opinion, overly optimistic price projections for SNDK." ENER is the King of Promise Don't Deliver companies. I don't know how old you are, or how long you have followed them, but I have known about them since the early 80s. They were at that time going to produce a photovoltaic cell which would help resolve the energy crisis (oil was going to $100/barrel back then). Solar energy would power our cars and our houses, and we would have cheap, limitless, environmentally clean energy forever and ever. Most of the major oil and auto companies put hundreds of millions of dollars into ENER (a couple of hundred million at least). The stock went into the 50s or 60s from single digits (that was high for back then, we were pikers compared to now), everyone was going to be a winner. If ENER was my biggest source of anxiety for SNDK, I would go out and bought a ton more stock today. Yesterday. SNDK that is. And I still think we've got a great shot at 150 or above in the next 6 months if the general market holds. I'm just not as sanguine about the latter.