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

To: 5dave22 who wrote (17553)	12/22/2000 3:17:04 PM
From: orkrious	Respond to of 60323

Most of the pumping has not been done by SNDK, rather by analysts. Try again, there are only four analysts that cover SNDK and they are generally very quiet. I've been around this thread for a couple of years and I don't remember you here. Please don't post false statements without some links to back them up. Jay

To: 5dave22 who wrote (17553)	12/22/2000 3:17:12 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

You are still wrong.... Most of the pumping has not been done by SNDK, rather by analysts That still implies Sandisk have done some pumping. They have not. Second, one of Sandisk's problems over the past 3 or 4 years has been the pitiful number of analysts following it. What is it now, about 4 or 5? And most of those hardly seem to have a clue what it does or it wouldnt be classified in sectors such as 'disc drives'. Thirdly, re Perhaps for once they should make a statement, these are not 'normal' times. I'd be very surprised if they did. As far as I recall, they said nothing when it went from 160+ to 50 and even Ausdauer cracked under the strain and asked for a statement! The only statements they seem to make are the quarterly results, they should speak loudly enough for themselves that no pumping is required. Time will tell if ML or Sandisk management are right about the long term. Personally, I'd take Sandisk 100 times out of 100. And personally, all I know is that just about everyone I know is buying or has bought a digicam ,MP3 player, Palm or a WinCE PDA. Ask yourself what all those folks will be buying next year? [ ML have no clue. ] Tw

To: 5dave22 who wrote (17553)	12/22/2000 3:32:05 PM
From: limtex	Read Replies (2) \| Respond to of 60323

5D - IMHO the reason why SNDK isn't partcipating today is:- 1. Shorts best bet today. Their usual victims are too strong so they concentrate on a victim that they can suck from and that will drop at the first sign of selling. 2. No-one bothering to buy as they concentrate on picking up the leaders at bargain prices. Why go for a small cap stock with ML cloud all over it when you can go and buy the big leaders which have been clobbered. 3. Plenty of time to buy SNDK. No hurry as the shorts might make it even cheaper. As I hav said on a previous post SNDK has never had any strength behind the stock price. Best regards, L

To: 5dave22 who wrote (17553)	12/22/2000 9:41:16 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Dave, don't expect any statements from SanDisk. Eli is wrapped up in making SanDisk a leader in its field. He has a lot on his plate right now with the upcoming fab in Virginia going on-line in the next few months. Also, SNDK has two new product lines to develop to serve embedded applications and is busy writing new patents. It has never been their policy to quiet disquieting news or instill sanity in an insane market. Look at their comments after Lexar capitulated on the patent infringement. LOOK HARD, REAL HARD. That's right. There was no press release. The recent fall from $70 to $27 makes things smell fishy. It was the same way when we scraped bottom several times earlier in the year. In the end there really wasn't any fish at all. Just like there wasn't any exceptional news when we were peaking out at $169.75 this Spring. The quarter closes in less than a week's worth of business days. I plan to hold judgement until earnings in 4 weeks, but share the same insecurities as you do. That is just human nature. Ausdauer