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

To: Ausdauer who wrote (3005)	5/18/1998 11:10:00 AM
From: Tumbleweed	Read Replies (2) \| Respond to of 60323

"Annual report" Did everyone notice how conservative the report is? This is a bare bones, "just the fact, Ma'm" report with no glossy photographs or lofty projections. See my comments of a few weeks ago. It wasnt an annual report, it was the 10K with a glossy cover. And I'm not impressed that they saved money, because as well as a good product, you also need good publicity to succeed. Its very rare that the 'world will beat a path to your doorstep'. JoeC

To: Ausdauer who wrote (3005)	5/18/1998 4:50:00 PM
From: William Nelson	Read Replies (1) \| Respond to of 60323

I think the buyers of the secondary would be nonplussed at best to see their money go for a share buyback :v) I'd rather see them build new plants or do more R&D.

To: Ausdauer who wrote (3005)	5/19/1998 12:57:00 AM
From: jkb	Read Replies (1) \| Respond to of 60323

More visible institutional coverage, new licensing agreements for the MMC, a victory against Lexar,... (Anything would be fine by me!!!). News stories on design wins - possible future effects on fundamentals unfortunately do not move this stock. Lots of decent PR in the last few months has done nothing for the stock price. I do however agree that a buyback would be a great thing - but being so close in time after a secondary - I would view a buyback as highly unlikely.