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

To: TREND1 who wrote (19646)	3/15/2001 8:51:21 AM
From: hdl	Respond to of 60323

dude, i guess the $21 bid isn't you

To: TREND1 who wrote (19646)	3/15/2001 8:52:45 AM
From: Zeev Hed	Read Replies (4) \| Respond to of 60323

Larry, $15 at worst, I doubt that on this drive down it will go much further than half way (about $17 and change) before it bounces strongly. Book value will protect it. As planned, I will be doubling up here shortly after the opening. Zeev

To: TREND1 who wrote (19646)	3/15/2001 10:34:51 AM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

well, this is looking more and more like a pure-commodity business. With today's warnings, I expect further revenue erosion and stiffer price competition in the future as well. I just don't see people buying extra cards, instead they seem to buy the biggest card they can right off the bat with a digicam purchae, and that's it. I think this is why sales of devices like digital wallets, Clik drives, and IBM Microdrives have been so poor. SNDK looks to fall to $10 within a few weeks. Their only hope I see is I think SNDK should finish its Flashvision JV this year, get it online and running, and then hope for another Asian earthquake.