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

To: The Prophet who wrote (9823)	3/25/2000 2:37:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

Prophet, I just do not want to overweigh my semi's, SNDK is a candidate to eventually replace my RMBS plays (VBG). I have had a small position in and out a number of times, last Tuesday was just another reentry. Frankly, once it gets again above $10 billion capitalization, I get nervous. I would say for a company with a shot at half a billions in sales during the next 12 months, current cap is quite generous, but I have seen caps getting even more generous and I do not argue with "Mr. Market". Zeev