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

To: Starlight who wrote (15733)	10/18/2000 6:54:21 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Maybe I'm too optimistic, but I never thought SNDK was particularly overpriced, even last spring. The reason was that SNDK has great potential and is in a dominant position in flash memory, thanks to its patent portfolio. Now we see that long term growth trends, combined with good management, fully justify those earlier prices. What we don't see is very much understanding among fund managers of (a) the nature of the technology and its future, and (b) the differences between the market addressed by SNDK and the market addressed by others such as Intel, Advanced Micro Devices, and SSTI. Art