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

To: Ausdauer who wrote (13295)	7/25/2000 5:09:16 AM
From: Artslaw	Read Replies (2) \| Respond to of 60323

An unexpected plug from Dan Niles in the WSJ "Best on the Street" column today. This also explains why he hasn't mentioned SNDK at Lehman. Second-place finisher was Daniel Niles, who spent all of last year with Robertson Stephens but transferred to Lehman Brothers in May. Back for his second consecutive year in The Wall Street Journal's annual analysts ranking, he scored a 581% return in 1999 with SanDisk. The company makes flash memory, the compact data storage medium used in appliances such as cellular phones. Mr. Niles figured, quite accurately, that with cell phones continuing to grow in popularity, and with other flash producersIntel and AMD having other things to worry about, SanDisk would be in for a ride. Mr. Niles doesn't cover computer peripherals any more, but he says he is still a SanDisk believer. The stock was hit hard by the spring tech sell-off; Mr. Niles expects it to resume growing later in the year.

To: Ausdauer who wrote (13295)	7/26/2000 10:18:30 PM
From: Steve 667	Read Replies (3) \| Respond to of 60323

Aus, Speaking of fund managers, Sandisk was mentioned several times in the article on page 1 of the mutual fund section of today's IBD titled "Overlap Can Add Volatility To Your Portfolio". Other stocks mentioned were CSCO, QCOM, & JDSU. (good company) It mentioned that SNDK is held 6 separate AIM funds. You can go to Morningstar's sight and plug in any mutual fund, and it will tell you what the top 15 stock holdings of that fund are. Does anyone know of any web site that will do the opposite. That is, allow the user to type in any stock and it will tell you all the known funds that have holdings in that stock? Steve 667