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

To: puborectalis who wrote (15289)	10/3/2000 10:01:49 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

John and Art, It seems like it will come down to a balance between manufacturing capacity and employment of the intellectual properties. Message 14500627 Message 14500603 Right now SanDisk is straddling the ends of the spectrum. It is neither an IP pure-play nor a manufacturing powerhouse. I am ok with that. Art, you stated... What I see now, however, is some of the intellectual property of SanDisk being sacrificed to meet the huge current demand. Since nobody outside either company knows the details of the recent renewal of the licensing agreement with Hitachi there is no way to substantiate or refute your assertions. Your points are well taken. Aus

To: puborectalis who wrote (15289)	10/3/2000 10:07:13 AM
From: Road Walker	Respond to of 60323

Stephen, I've got about 2/3 of the position I want to eventually have. I will probably buy the rest of the position if there is significant weakness in the next few weeks, if not I will wait until after earnings and make my decision with more facts in hand. Yes, I think SanDisk is a buy, and will be a great 4th quarter stock. When folks can't buy digi cams for Christmas gifts, and they find out why, the SanDisk story should get told over and over in the media. That should increase the pool of investors. John John