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

To: Paul Senior who wrote (10942)	5/10/2000 1:08:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 60323

<Mark Oliver, you should reduce your position in SNDK.> Thanks for your opinion. I had not felt too over weighted in Sandisk, but it's hard to take a $80 loss and not notice it. The problem is that I believe in the Flash market, but had not realized just how far ahead of demand the stock price had gotten. But, I've watched a lot of stocks go up and then down this last month as I've taken my attention away to start a business and I've got the time difference from Australia to deal with. I look at many companies that have excellent stories, great growth, but still get crushed. Not sure why I waste everyone's time here with this kind of post. Mostly, I started out by saying Zeev had once again made a very good call and I appreciate it. He also reminded me of the value against PE and how the price even in the 70's was actually realitively high. We can all hope that new agreements with Toshiba and general demand remains a constant which will provide a continued financial story, but in the end the market judges the share price and all else is just a reason of why they could have done something. Thanks again for your comments. I hate paying taxes and shouldn't let it get in the way of intelligent investing. Regards, Mark