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

To: Ausdauer who wrote (3435)	7/1/1998 8:35:00 PM
From: kash johal	Read Replies (1) \| Respond to of 60323

I think SNDK is very innovative, they should develop technology like CF and have partners and licensses do the manufacturing. They should spend majority of expenses on R&D and build a significant patent royalty stream. I have met Eli and he is a brilliant guy and they have a good team over there. I think they can have a much higher valuation with this approach and much lower RISK. The commodity markets are notorious for low margins and they can easily get burned by inventory etc. Obviuosly the dollar sales look good but the margins will suck. I do not have a stock position in SNDK at the moment. I will buy in if market has a major correction and if the company refocuses. I think they are sitting on a goldmine here. Regards, Kash