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

To: Greg Cervelli who wrote (1743)	11/20/1997 4:02:00 PM
From: OrionX	Respond to of 60323

Greg, IMHO, Sandisk's rise and continued rise has nothing to do with whether Seagate would eventually buy Sandisk. Sandisk's technology has been the ONLY big mover as far as I see things. Seagate has had the 25% from the beginning and the stock went down from the IPO days. So Seagate's part ownership had no effect/influence on the stock's rise. Even with their own troubles, Seagate would be smart to hold on to this stock as it will go HIGHER! Do you see a different picture from what I have said? Regards, Mauro.

To: Greg Cervelli who wrote (1743)	11/20/1997 4:13:00 PM
From: Bobby	Read Replies (1) \| Respond to of 60323

Greg - as I indicated in my earlier post, seg would be smart to get their stake below 20% if they do not want to buy the company or get a controlling interest,. Right now they are obligated to show sndk's inclome on thier balance sheet even though they don't receive cash from sndk.

To: Greg Cervelli who wrote (1743)	11/20/1997 4:21:00 PM
From: Mike Winn	Respond to of 60323

Greg, All the news releases from Sandisk up to this week still stated that Seagate has a 25% equity stake in Sandisk. The fact than Seagate owns or not owns part of Sandisk has no effect on the stock price. The only good part is it will deter other companies from acquiring Sandisk at a low price. I think if any company will acquire Sandisk in the future, it will be either Intel, Micron Tech, TI, or one of the Japanese chip manufacturers, or Siemens. I wouldn't want Seagate myself, not deep enough pocket. Mike.