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

To: Pam who wrote (28072)	4/27/2005 11:04:57 AM
From: Sam Citron	Read Replies (2) \| Respond to of 60323

Pam, If you are concerned about the threat Samsung poses to Sandisk, you can always hedge this risk. I think both Sandisk AND Samsung are awesome companies and indirectly own Samsung through KEF [Korea Equity Fund, where Samsung Electronics is the largest holding, representing over 22% of the portfolio]. I regard KEF as a great bargain (selling at a 9% discount to NAV). etfconnect.com It is also a good idea in general for Americans to get some emerging market exposure in their portfolios since this is where the growth is. Furthermore, Korea's PE is only about 10. Sam [FD: I currently own KEF and SNDK in 2:1 $ ratio]