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

To: Ausdauer who wrote (11712)	6/1/2000 10:41:00 PM
From: Jason W	Respond to of 60323

I've never listened to Dr. Harari before..I liked what he had to say..very confident, and informative.. What I liked best from that interview was:""we win no matter who wins..whatever we sell, we sell..whatever we don't sell, we license"...also "30% market share..300% annual growth rate..30-40% q to q...which should be sustainable..."...His criticism of micro-drives was also nice... The numbers he threw out estimating growth of flash technology in coming years is mind boggling..the dramatic increase in digital cameras and cell phones with SNDK products is awesome..he explained how SNDK should not be hurt by QCOM's CDMA being excluded from China... Listening to him rattle off the companies SNDK does business with was also impressive..And his smirk when asked if he was comfortable with future earnings estimates was priceless.. Aside from the wedding bells I hear ringing in my ears, I came away with my strategy..Keep a core holding of SNDK and forget about it..forever...then set aside an amount to trade the swings with. the beauty of trading a SNDK is that if it drops after you buy your position trade, you feel comfortable holding it...The only other stock I do this with is GLW, and it works VERY well..My core position remains untouched, and I trade GLW from 165-170ish up to 195-199 and reload..the wash and rinse with GLW has been "too easy"..I just hope I can guess right when GLW blasts through 210ish and never returns again. Jason W