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

To: Paul Senior who wrote (11428)	5/24/2000 9:11:00 AM
From: Ausdauer	Read Replies (7) \| Respond to of 60323

Dear Thread: Last August I called my Dad and Mom from a phone booth near Salzburg where I was vacationing with my wife and two kids. My wife spent the Summer in Sweden with the kids while I stayed home and worked. Later, I met up with them and we took a car tour in the Austrian Alps. On that day that I found myself calling home, my Dad told me SanDisk had just reached $90/share (pre-split). I was ecstatic. Never in my wildest dreams could I have predicted such a meteoric rise. Later, after the earthquake in Taiwan, I was totally deflated. I sent a check to the Red Cross to help out with the relief efforts there. I was struck by the level of destruction there. I also bought more SanDisk. I prayed that the secondary (which was so vital for financing the JV with Toshiba) would go through. These were tough times for everyone. The conference call for Q3 was dismal. The Taiwanese were an unbelieveable and tireless force in lifting their countryside and SanDisk from the ashes and rubble. We are indebted to their efforts. The fourth quarter of 1999 was a phenomenal quarter for SanDisk. The events of the subsequent 3 months were more astounding. The stellar Q1 earnings, the UMC stock ownership, the Lexar Media litigation victory, the consummation of the JV with Toshiba, the QCOM CDMA design-ins, MP3's entry into the mainstream... These are all features of a company on the verge of greatness. Today I find this The Thread to have taken on a whole different tone. We have lost sight of SanDisk's greatness. Fear abounds. I have come to the realization that I am weary from carrying the SanDisk flag. The discussion here has deteriorated to criticisms of personal investment style and worship of computer-aided predictions. I find this thread inhospitable currently. If anything, over the last few weeks we should have been supporting SanDisk so that new comers could see exactly what we have seen all along. This has not occured to any significant degree. I am thankful for those who have continued to post informative links and scour the Internet for information on SanDisk. They have contributed to the quality of The Thread immensely. I am thankful for the long-term investors who have stayed the course through thick and thin. Many of them have been backing SNDK for a far greater period of time than my 2 1/4 years. Finally, I wanted to say... SanDisk is 10 times the company it was last Summer. I hope all have the faith and conviction to get through these tough times. Ausdauer