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

To: Ausdauer who wrote (14635)	9/8/2000 7:15:28 PM
From: Steve 667	Respond to of 60323

My answer is stability, something that the SanDisk stock price has never been able to achieve. I never asked to have it both ways, as Steve suggests. I would take a broader shareholder base and a lackluster 50¢ daily gain for the next 200 trading days over the peaks and valleys of the last many months. Aus, funny but I can't seem to find the post where you were concerned about the volitility when the stock gained 100% in only two weeks. Or when it tripled in less than 2 months. Why is that? That is as volatile as it has ever been and I just can't find those posts of concern. Help me out here. Tis a puzzlement for sure! What was that about both ways? Steve 667 Volatility is a WONDERFUL thing!

To: Ausdauer who wrote (14635)	9/8/2000 7:45:50 PM
From: TREND1	Read Replies (3) \| Respond to of 60323

aus You wrote What is the opposite of volatility??? .................. Answer: A utility stock ! Go to your local library and pick up a book on Market Portfolio 101 and read it. Larry Dudash

To: Ausdauer who wrote (14635)	9/9/2000 12:27:34 AM
From: Jason W	Read Replies (2) \| Respond to of 60323

The gut wrenching volatility keeps the individual investors away... I have my own opinion on this: Once an investor understands a company, and has a long term perspective they merely need a "cushion" to absorb this volatility. As an example, I purchased the bulk of my shares at 50 and 55. Once SNDK crossed 70 or so, I had my "cushion", and could care less what happened from there. Of course, UP is what I'd like to see, but unless something drastic changes fundamentally, I really could care less. I believe the market is impossible to time consistently, and every piece of news is hyper-analysed and over-reacted to. Therefore, I buy the best stocks and attempt to enter them at prices that will afford me a "cushion" as soon as possible. SNDK is a perfect case of my strategy working well. I now sit back and "root" for my investment with no possible thought or intention of selling regardless how large the swings are. After all, the end result, with properly chosen companies, over the course of many years will be ultimate success. If Eli would like to split the stock, that would be fine with me, or not...Either way I'll be here, watching and rooting. Education, patience, confidence and financial security are essential to successful long term investing. Jason W yawnattheswings@SNDK.com

To: Ausdauer who wrote (14635)	9/9/2000 2:44:14 AM
From: Craig Freeman	Respond to of 60323

Ausdauer, my take on SNDK is that semis are under artificial pressure and oversold. With so many years of researching SNDK under my belt and a tax basis of about two cups of Starbucks per share, I finally offer an opinion on SNDK's future. IMHO ... We could see SNDK as low as $70 soon -- even lower if the street wants this. As low as it may go, when the street is done beatimng up on semis, we should break $100 ... easily by year-end. I almost sold at $93 but I held my breath and stayed put. One man's opinion ... based entirely on fundementals and market experience (tech analysts are free to disagree). Craig

To: Ausdauer who wrote (14635)	9/9/2000 8:34:59 AM
From: docpaul	Read Replies (1) \| Respond to of 60323

<<My answer is stability, something that the SanDisk stock price has never been able to achieve. I never asked to have it both ways, as Steve suggests. I would take a broader shareholder base and a lackluster 50¢ daily gain for the next 200 trading days over the peaks and valleys of the last many months. I still vote for a stock split and an influx of informed individual investors enthusiastic about SanDisk's flash products. It's easy to get hooked on SNDK once you see what their technology permits. The gut wrenching volatility keeps the individual investors away, even those not yet confined to walkers and disposable personal hygiene products.>> Aus, I believe a lot of people who own semiconductor stocks (such as myself) find themselves in the same rut that you're describing. The unfortunate reality is that for every news release that contradicts the next, the impetus for doubt is created. We, the flash investors, have been the culprits of this for a while now. We're kinda heading out into "uncharted waters", with the staggering amount of consumer devices changing the rules regarding cycle lengths, etc.. no one has an accurate way of predicting just how long the good times will last. If you're an Oliver Stone fan, you might also subscribe to the belief that the analysts are carefully laying out the contrarian releases in order to create buying opportunities for their customers.. Regardless, I'm an investor in SSTI, and the split certainly has helped the share price make less swings overall.. but it sure hasn't created less volatility. In my humble opinion, the only thing that will settle investor sentiment will be results, which will be proven in the next two quarter results, at least in SNDK's and SSTI's case.. All the best Aus, docpaul