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

To: Ausdauer who wrote (10050)	4/3/2000 5:41:00 PM
From: Starlight	Read Replies (2) \| Respond to of 60323

Ausdauer - EVERYTHING on the NASDAQ related to technology that has had a big run up sold off today. The institutional investors (and others, too) are rotating into "value" stocks now. When the pendulum swings too far one way, it's bound to swing back. The NASDAQ had gotten way too overvalued. I heard one analyst say today that he thought it still had further to drop. We don't know what will happen. However, long term investors should be thinking out another year or two, and these sudden moves shouldn't be considered a time to dump stock that they still want to own for the long term. Buyers should use caution now -- perhaps let the dust settle a while. Times like this aren't fun, but if you're in the market long enough, they're inevitable. Betty (P.S. Mike - Just read your note. I'd forgotten about the Mitsubishi filing, and I think you're right. That probably killed any euphoria over the win. Seems intentional that they timed it like that.)

To: Ausdauer who wrote (10050)	4/3/2000 5:41:00 PM
From: Michael A. Gottesman	Respond to of 60323

Perhap we should all take a breath and let clearer heads prevail. On a day when the NAZ is down close to 350 points (a record one day decline, I might add) what can we expect. After all, we are a tech and get lumped in, win, lose or draw. I disagree that the lawsuit win was taken into account in the price as it was far from a certainty. However, the win was probably discounted by the Mitsubishi filing (I still believe the filing was timed by Mitsubishi to have just that effect - read my prior posts about the relationship between Lexar & Mitsubishi - the makers of Kirin beer - remember my boycott - LOL) Aus - your relatives will thank you. Don't worry. Personally, I just wired more funds to my brokerage account. I hope they hit by tomorrow because I'm loading up some more. The fundamentals of this company have not changed! Explosive demand - limited supplies. Continued enormous quarter to quarter growth. A growth curve that is in its infancy. Everyone, jump in the jacuzzi and have a brandy on me. Relax. Mike G.

To: Ausdauer who wrote (10050)	4/3/2000 5:43:00 PM
From: JB	Respond to of 60323

Aus, there is no way you should feel bad about this retreat, you certainly can't predict the Naz. Major buying opportunity in my opinion. On another, note my broker buddy told me a law suite was filed in Japan by Mits. against Sandisk for patent infringement?? Know anything about that? Thanks, Jack

To: Ausdauer who wrote (10050)	4/3/2000 5:44:00 PM
From: r.edwards	Respond to of 60323

Look at these smucks kissing up to the ass of Janet Reno...! makes me wanna puke. surely the MM's will have loaded up and begin to run up to now make some money...!

To: Ausdauer who wrote (10050)	4/3/2000 6:22:00 PM
From: Rocky Reid	Read Replies (2) \| Respond to of 60323

>>>>>The recent decision is something I have been waiting two years for and I had advised even family members on Friday to consider taking or increasing positions in SNDK. Now I look like a total idiot.<<<<< After today's action in SNDK, I have to question everything I know about investing in this market. Today's SNDK Lawsuit Win News is perhaps the most amazing and potentially profitable rulings EVER. Sandisk's Patent in question is broad enough to estimate that most if not ALL solid state storage devices will have to enter into license agreements with Sandisk. Sandisk's Earnings potential with this ruling is ENORMOUS. We're talking about Several $$$ BILLIONS in sales and license fees. Yet Sandisk not only trades DOWN with the NASDAQ today, but LEADS the Sell-off, with a whopping 15% Close Down from Friday. This is as bad as MSFT!!!! Sandisk has its BEST News day ever. And MSFT had its WORST News day ever. Go figure.