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


To: john david martin who wrote (2473)1/28/1998 1:49:00 AM
From: Jerome Wittamer  Read Replies (1) | Respond to of 60323
 
To all,

It's very quiet here indeed, but I don't mind. I own some SNDK, want to keep holding on it.

Since Rex and I made our report the fundamentals never stopped getting better. But I have to agree with Mike when he says that 2nd part of 98 will be better for the stock. The hot money moves in a timely fashion from a place to another and this is certainly not our time.

We've got 20 more design-ins, notably in the giant auto industry (in my opinion those autopcs will become pervasive) + the first product of a long series using MMC, in the not so smaller 'portable' industry.

Just open your eyes a moment please. They've got so much cash to spend in a very valuable state-of-the-art foundry and so many patents that soon we're gonna see lotsa money comin'in at high margins...

"It's a mega market" like DRAM (which means you'll have to pull out quickly of the stock in about 5-6 years, but you have time don't you?)

Best Regards to ALL and good investing.



To: john david martin who wrote (2473)1/28/1998 10:10:00 AM
From: JOE W  Read Replies (1) | Respond to of 60323
 
John,, I have followed this co. for quite some time.. I have been
in and out during good and bad times.. I can't answer you're
question.. SNDK seems to move when it wants to, both ways, up and
down , and sometimes IMO without rhyme or reason..I am now holding
and waiting for the next move.. Hopefully soon.. IMO,, it's a good
co. and as earnings strengthen I believe the stock will move nicely.
Best to ya..........JW