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

To: Art Bechhoefer who wrote (27035)	11/27/2004 10:45:14 AM
From: Sam Citron	Read Replies (1) \| Respond to of 60323

Thanks for that summary of SanDisk's competitive strategy, Art. I am wondering what are Samsung's potential vulnerabilities? I'm extremely impressed by the knowledge level and congeniality of this thread. Most commodity markets tend to be very cyclical, which generally causes market participants to come and go and not stick around for years as most of you have here. I am curious how this thread has managed to attract such a dedicated following, and wonder whether you regard SNDK as a cyclical trading vehicle or a longer-term investment? Sam