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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: StockHawk who wrote (26219)6/12/2000 5:13:00 PM
From: areokat  Respond to of 54805
 
>>why Seagate sold their holdings in SanDisk<<
>>the point is, it was not a strategic decision, it was a financial one.<<

It is a interesting situation since their investment in sndk was cited in Christensen 's book as a way for an established firm to deal with a disruptive technology. If Seagate is eventually on the receiving end of an attack from below they might become a case study in the error of short term buy and sell <gg>.

Tom