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

To: Michael C. Woodward who wrote (3109)	5/23/1998 9:13:00 PM
From: Ausdauer	Respond to of 60323

That was a super post, Michael. Thanks alot.

To: Michael C. Woodward who wrote (3109)	5/24/1998 6:29:00 PM
From: Bargain Hunter	Read Replies (2) \| Respond to of 60323

This is about as down as I have seen this thread since I have been on it (October 1997). Unfortunately it is mostly from one person, so it isn't a very reliable contrary indicator. Nevertheless I am starting to nibble a little. The last couple of days looked like an attempt to form a base. If it looks like it will hold I'll be looking to rent a U-haul. SanDisk is developing a seasonal pattern due to the high proportion of consumer sales. We are getting to the point where the institutions should start buying shares in anticipation of the sales pop from distributors stocking up for Christmas. There has been a lot of talk about low margins in the flash memory sector. The key question is whether the low margins are a result of SanDisk keeping prices low because it can make its profit from royalties. If it turns out that is the case, then it shows that SanDisk is achieving the kind of dominance to make it a "gorilla" stock.

To: Michael C. Woodward who wrote (3109)	6/2/1998 12:38:00 PM
From: Jason Rooks	Read Replies (2) \| Respond to of 60323

Michael, I do not know if it is you or Mike Winn who has contacted the Company regarding questions from this thread, but I would think it beneficial for someone to contact the company and seek some response regarding the fall in the stock price. I am certainly as frustrated as the rest of you, but I will really be steamed if insiders are increasing insider selling while the company is keeping quite on what is going on. Are there problems with the wafer suppliers in Asia? Is Kodak severing the relationship? All speculation, but what can one do if the Company is so silent. At what point is there an obligation to come out and say things are fine, screwed, unclear, etc....