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

To: Ausdauer who wrote (16135)	10/26/2000 10:45:41 PM
From: TREND1	Read Replies (2) \| Respond to of 60323

Aus wrote: Lexar traded down to $5 3/4 today. My reply: LEXR closed at 7 11/16 today with high vol spike in last 30 minutes. Move to 5 3/4 was raid on stop loss orders and LEXR is now ready for big advance.(IMHO). See new LEXR vs SNDK subject. Note LEXR has better price action over SNDK since LEXR's IPO. Aus wrote: This is a company with a "loose cannon" for a CEO who can never manage to keep his fat mouth shut, even on the day of the IPO. My reply: CEO stated that "work around SNDK" will be completed by end of year. Also CEO stated he will be able to give more public info once trial begins on Nov 6, 2000 Aus wrote: This is a company that is losing money despite record-setting, robust top line growth in a record quarter in a burgeoning consumer megamarket. My reply: LEXR's rev growth growth was 279% this quarter. Now supplies EOM to some very big camera makers. These camera makers seem to be taking LEXR very serious. Maybe because the LEXAR's product is faster? Aus wrote: This is a company with a copy-cat photo printing website which they are trying to peddle off as a big revenue generating center. These sites are a dime a dozen. My reply: Lexar CEO indicated web site is just a freebe and not a money maker. Aus wrote: This is a company with no expertise in flash memory manufacture. My reply: Lexar product is faster. They must be doing some thing right.(IMHO) Aus wrote: It is a company which claims SanDisk has created an anti-competitive CompactFlash market when 48 certified CompactFlash suppliers already exist... My reply: The coming trial starting Nov 6, 2000 will answer this question. Finally: I own SNDK in the low 40's and have a STOP LOSS at 43 just in case LEXAR wins. I do not own any LEXR. My money is still on SNDK, but sure would like to see both sides of the "LEXR VS SNDK" Larry Dudash Here is portfolio of LEXR vs SNDK siliconinvestor.com