Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Craig Freeman who wrote (21055)	10/29/2001 8:44:34 AM
From: Zeev Hed	Respond to of 60323

Craig, I am not long SNDK right now, mostly because I expect a retest of the September lows, but when it gets back to near its "current book value" (just under $9), I may very well jump back in for another trip that may b worth 30% or possibly even more. By the time it will be clear that SNDK "will make it", it will be at $16 and possibly going much higher, IMTO. Zeev

To: Craig Freeman who wrote (21055)	10/29/2001 11:19:43 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"My sources tell me that Toshiba is trying to shrink more than just die widths. They have lost so much money that they might sell most anything... ...including their joint interest with SNDK." Companies like Toshiba and Samsung are exposed on multiple fronts, not just semiconductors, but consumer electronics and a myriad of other product lines that are being hurt by a sluggish US economy. I guess I underestimated you, Craig. You clearly are better informed about the current situation at Dominion than anyone else on this board. And it must pay to have sources who can tell you what's going on in the board rooms at Toshiba. I would say that the fab investment in Dominion is pocket change for Toshiba. Selling those interests are unlikely to right their ship in these turbulent waters. Aus