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

To: ED PLOPA who wrote (1336)	11/5/1997 4:52:00 PM
From: Bobby	Read Replies (1) \| Respond to of 60323

<<while having the ability of locking them out, or at least holding them hostage.>> That would defeat the purpose IMO. The rest of the equipment providers would just gang up with INTC and come up with a competing standard. SNDK best bet would be to be independent , manufacture as much as they can and collect royalties on what they do not have the capacity to manufacture. Bobby

To: ED PLOPA who wrote (1336)	11/5/1997 5:07:00 PM
From: JOE W	Read Replies (2) \| Respond to of 60323

ED,,Just to address your thoughts.. I also figured the secondary was needed just as was reported,, working capital,, meaning $$ needed to accomodate immediate production demand.. I also thought of a merger or buyout,,but IMO that's too premature.. There's too much going on too fast at SNDK.. I believe a buyout would command a big buck and the dust is just now settling from Flash Memory and related products becoming "standards"..IMO I would think a major player has a watchful eye on SNDK.. A news release article I read today mentioned SEG owning 25% of SNDK ,,I thought it was 20% ??,, any supporting facts on that??....Thanks for your info .. Best to ya...JW