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

To: Ausdauer who wrote (2768)	4/10/1998 9:44:00 AM
From: jkb	Respond to of 60323

JTSUHMD - thanks for your post.

To: Ausdauer who wrote (2768)	4/10/1998 8:24:00 PM
From: James Choi	Read Replies (2) \| Respond to of 60323

Well, you left one fact out. MMC. The MMC market makes the digital camera market pale by comparison. Every cellular phone will have MMC in it soon. And unlike CompactFlash market where SNDK holds some 80+% of the market share, SNDK has 100% in MMC. The only downside of that fact is that you cannot increase the market share. When I read these books written by mutual fund managers, they always give an example of a great value stock that just sat there giving everyone opportunity to jump in. When you read it in retrospect, it sounds neat that such a great value was waiting for you for months. And you wish you were there at the time. But when you live those moments in real time (as we are now), you (we) invariably wonder and worry. "What the hell! Why isn't this moving up? Did I miss something? Are the insiders selling? Will it crash tomorrow? Me so worry!!! I should get out!!!" Of course, it moves up soon as you get out. So, everyone get out. :) James Choi

To: Ausdauer who wrote (2768)	4/11/1998 8:55:00 AM
From: Jerome Wittamer	Read Replies (2) \| Respond to of 60323

JTSUHMD, great post, thanks for reminding people of this thread of the basic positive fundamentals of this GREAT company. limtex, thanks for your messages. I will again stress that I continue to believe what I wrote countless times : wait! Nevertheless : disclosure : I bought some shares last week @22 and kept some cash, just in case. Anyway time has not come. Do not expect any exhuberance from Dr Eli on earnings day. Recommandations are almost all 'market perform' = kind of hold or accumulate. These could be raised by the end of the month and we could, I said : we could, start to see some action in a few weeks. However, I prefer to wait and see. My belief is end of June but I can be very wrong, it's just a guess.