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: OrionX who wrote (1247)	11/3/1997 1:48:00 PM
From: Sam	Respond to of 60323

Just speculating: If the announcement is one that would reasonably lead to a sharp spike in revenues next year or even perhaps the year after, then a quick boost to 28-30 would be quite reasonable, then a settling down until the secondary offering is done, then another spike into the 30s during the following few weeks, depending on how the overall market is faring, as well as how plausible (and sharp) the spike in revenues would be. Just bought another 500 shares this morning at 24 7/8.

To: OrionX who wrote (1247)	11/3/1997 1:49:00 PM
From: Michael A. Gottesman	Read Replies (2) \| Respond to of 60323

Mauro: Don't you think with the mid-Oct. tanking of the stock and the history of the conservative statements by Eli, and the dilution of interest by the secondary offering, that it is unlikely that we'll see a substantial run-up? The market has to still have a sour taste from the drop from 40 to the mid 20s. I think we'll se a rise to about 28-29 and perhaps a slow rise through the next quarter until 4thQ earnings announcement in 1/98. Don't get me wrong, I love the prospects but I've definitely shifted this stock from my short folder to my long folder.