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

To: Jerome Wittamer who wrote (2474)	1/28/1998 10:35:00 PM
From: Rex Dwyer	Read Replies (1) \| Respond to of 60323

Jerome, I agree. This company is very confusing to Wall Street. On one hand it looks like a commodity DRAM company, but, by looking at the size of the license and royalty revenues, it is actually an IP company like Rambus. This darned 1Q98 seasonal glitch is holding down the stock. IOMega was a concern too. But we see a factor of 10 more design-ins for SNDK than IOM's clik!. I know its getting more boring these days waiting for 1Q98 to come and go. I'm sure there are money managers who may think this is "dead money" until 2Q98 or there after. I am not fast enough to think I can own something else and remember to get back into this stock before it moves up. We are just now getting design-ins for PalmPCs and AutoPCs. Lets hope we get volume orders for those units soon. Rex