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

To: Art Bechhoefer who wrote (12941)	7/16/2000 4:13:52 AM
From: limtex	Read Replies (3) \| Respond to of 60323

AB- SNDK Inst ownership grew from 46% to 64% over the last two qtrs. Message 14051609 Someone has been buying a lot of shares even while SEG has been selling. Ther must surely be more to the price drop than the SEG sales. The SEG sales themsleves seem ot be a little odd. I mean its all very well for amateurs like many of us on these boards to sell when the market tanks but SEG surely have professional managment and have good access to Eli and must surely know how well SNDK is doing and its massive prospects for this qtr onwards. I mean they seem ot me to be just dumping the stock. Are they terribly short of cash? Why elese would anyone in their position do this? Best regards, L

To: Art Bechhoefer who wrote (12941)	7/17/2000 3:44:16 AM
From: Steve 667	Read Replies (2) \| Respond to of 60323

Open Question to Thread. The key is WHEN the investing public knew that Seagate was selling, and HOW MUCH they were selling. The realization they were liquidating their holdings to facilitate a leveraged buyout led to the perception that there would be not only a glut of shares on the market but also created a question of whether owning SNDK was a good investment. Ok, so lets check this theory out. Did anyone here sell SNDK shares from January to May this year based on the fact that SEGATE was going to be selling most or all of their shares? Or did anyone not buy shares that they normally would have for the same reason? No details necessary, just a yes if you did. If your answer is no, a reply is not necessary. Steve 667