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


To: Ausdauer who wrote (3437)7/1/1998 10:34:00 PM
From: kash johal  Respond to of 60323
 
I have no idea on short term how this is going to play out.

We have severe excess fab capacity.
We have ASIA worries and Korea dumping.
We have currency issues.
We have Legal issues.

Thinks could stabilize and the bad news is in the stock.

If they focus on what they do best and get rid of risky areas I will invest in this stock. I don't think this will be a good trading stock. If you buy into the strartegy(which I don't right now) I think its a good long term accumulate.

Regards,

Kash