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

To: Jerome Wittamer who wrote (2827)	4/17/1998 6:01:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Jerome, Thanks for embellishing my analysis. I don't believe my contentions are too outlandish. I agree that we are likely to see a relatively flat trading range before this stock spontaneously combusts and gets red hot. Your scenarios project a stock price of between $25.95 and $59.55 and that is too broad of a range to be useful, in my opinion. For those with long-term vision we are in a period of hold if you have an established position or acquire if you are building a position. The fundamentals are strong, the product line is solid, and the future is bright. The hardest part is to keep the faith, reaffirm your beliefs and not be discouraged as the stock floats around current levels. Daily volume was up nearly three fold yesterday, but we still closed at $22.00 and I thought that was pretty remarkable. It had the potential to dip a bit, yet it found solid ground. Regarding the questions about removable memory/miniature cards, there are three groups which formed. First, the Compact Flash Association (CFA) which represents products like Sandisk's and Lexar's. The majority of all digital cameras (Canon, Kodak, Casio,...) currently produced and available in retail stores have embraced this technology. There is also a group called the Miniature Card Specification Supporters (MCSS) which has stood by the Intel Miniature Card technology. I have only seen one (low resolution) camera advertised with this technology (Konica Q-EZ). The Solid State Floppy Disc Card (SSFDC) from Toshiba is supported by a third group. Olympus, Minolta and Fuji all use this technology which is also referred to as SmartMedia. Recall that as the CCD sensor resolution increases there will be an increasing need for high capacity removable storage and the currently offered ("out of the box") 2 MB and 4 MB cards will be soon obsolete. If you stop by your local camera dealer and peer into the showcase I am certain you will see Sandisk products prominently displayed. If anyone has any insight into the Lexar litigation, it would be appreciated. As I previously posted, Sandisk has tenaciously defended its intellectual patents and was already sitting down with Lexar to discuss royalty payments before negotiations were broken off. I suspect that investor relations will be tight-lipped about this issue as it is ongoing. Legal action which can materially affect stock price is usually included in the SEC filings.

To: Jerome Wittamer who wrote (2827)	4/17/1998 9:53:00 PM
From: Rex Dwyer	Read Replies (1) \| Respond to of 60323

Thanks to all who have made this the best thread in the universe of stock message boards. Thanks to Jerome, limtex, JJB, Sam, Jason, JTSUHMD, and the others who have posted in the past. Jerome, I like your valuation with a factor of 2 range. I like to think in those terms too. When I get a range like that, I think of buying in the lower range and selling in the higher range. It is really not possible to value these volatile stocks with more precision. As you all can see from our original report, which is still valid except it leaves out the MMC card potential, I gave fairly wide price targets. It's still in the SI main directory. techstocks.com Rex