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

To: Ausdauer who wrote (9502)	3/6/2000 11:23:00 PM
From: Paul Senior	Respond to of 60323

Aus, I hope you continue to be right about SNDK. I don't know how strategists consider shortages, but my opinion is that sustained shortages in product coupled with increased demand only cause more potential competitors - engineers and entrepreneurs - to make more effort to try to find ways around the shortage. It might be wise for SONY to co-opt some of this by working with SNDK. Similarly for SNDK- if SNDK has outlooked sustained shortages, imo, it would behoove them to consider this a problem to be worked and resolved, not a situation to be savored. jmo, and I've been wrong many, many times. ps. some very smart and astute people on the ecm thread. Subject 11834