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

To: JRI who wrote (16026)	10/25/2000 11:53:33 AM
From: The Prophet	Read Replies (2) \| Respond to of 60323

No need to impress anybody. If SNDK keeps growing as they have been, the numbers will speak for themselves. In the meantime, there's really no point in trying to persuade disbelievers. Take a look at the QCOM chart from 1998 through the beginning of 1999 - flat. Then, boom, up 3000%. You cannot fight earnings.

To: JRI who wrote (16026)	10/25/2000 11:54:06 AM
From: orkrious	Respond to of 60323

All of this FUD is taking its toll. Jay

To: JRI who wrote (16026)	10/25/2000 12:47:49 PM
From: Starlight	Respond to of 60323

The market, it seems, is attacking anything with a wiff of "overvalue" in it. The fiber optic stocks are really getting hit hard today - one down over 50 pts. earlier (AMCC). Isn't this the end of the fiscal year for a lot of mutual funds? Perhaps they are taking some profits. Whatever the cause, tech stocks are getting knocked down.

To: JRI who wrote (16026)	10/25/2000 2:48:13 PM
From: Art Bechhoefer	Respond to of 60323

"Time to spend some of that 700m+ in cash on the B/S." No, it's time for SNDK to conserve its cash and use whatever is needed to fight Lexar. Not that Lexar is the cause of the present weakness in SNDK, but, apart from producing good quality products, building new plants, and staying up with the growing demand, job #1 is to perservere against Lexar until the matter is resolved in favor of SNDK. A favorite tactic of many who use the court system for private advantage is to wear down the opposition in order to gain by default what they can't through their own research and management skills. Too often, organizations fold under these constant assaults, figuring it's too much money and trouble to pursue them. This case is a little different in that a whole new company apparently was started by a renegade former SanDisk employee who, for whatever reason, holds a grudge against his former employer. This fact raises an issue of credibility that will be hard for Lexar to deal with at a trial. So let's wish SNDK well at trial and let the chips fall where they may (no pun intended). Art