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

To: Michael Kim who wrote (12187)	6/23/2000 9:45:00 PM
From: Zeev Hed	Respond to of 60323

Michael, I tend to agree with you, at the current price of RMBS ands SNDK, I believe SNDK is a better value. In RMBS, I believe that the current price reflects all the good news (just do not go shorting it on this basis, technically RMBS could go up another 50% from here), while SNDK is still under the cloud of a hidden hand (SEG?) distributing the stock to the levels of the April lows. Once we get a summer rally in full swing SNDK might become a better bet. By the way, I am in both, since I still think that RMBS has more "wind" to it, and unlike SNDK, it has momo players and short covering acting as wind in its sail. Zeev