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


To: Allegoria who wrote (13278)7/23/2000 10:50:33 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Eric,

I sense you are taking anything I post about SSTI here on the SNDK board as some type of poorly-veiled attack on the SSTI stock price. I think that is very far from the truth. As I said, given the choice of defending CompactFlash or defending ADC, I will support CompactFlash every time.
________________________________________________________________________________

To set the record straight...

1) I would never be so bold to make the assumption that anything I or anyone else says on this tread has any influence WHATSOEVER on the SNDK stock price.

2) I never called Sam Nakhimovsky a liar.

3) I never meant to state as FACT that SSTI is not currently capable of manufacturing high density flash applications in a cost-effective fashion, rather I meant to imply that I have a difficult time conceiving how this is possible.

[I would like to underline "inconceivable" (a term I used rather imprecisely to convey that "I cannot conceive..." -- a statement of opinion, not fact) and strike out "impossible" (although I never said that it was "impossible"). This is still my opinion and I stand behind it firmly until I am convinced otherwise.]

4) I think you take comments about SSTI much too personally.

5) I take exception to being called a "cheerleader". At times I have been uncontrollably enthusiastic about SNDK. I think that all long-timers here would agree. But "cheerleading" is something I have tried to avoid. It has a connotation of posting unrealistically optimistic views with little substance or factual data for support. I hope I am not guilty of that.

BTW, even my highest expectations of SanDisk's potential were met to a large degree on July 19, 2000 at 5:00 EST. If earnings like that can't move the stock price, if the CEO appearing on CNBC can't move the stock price, and if the broad acceptance of SanDisk technology by the likes of Palm, Microsoft, Qualcomm, etc. can't move the stock price...

...what can? A couple posts on Silicon Investor?

Ausdauer
(that homely looking cheerleader with the floppy boobs, 5 o'clock shadow and unshaven legs.)