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

To: Ausdauer who wrote (3732)	9/17/1998 9:35:00 AM
From: Sam	Respond to of 60323

Ausdauer, A minor OT correction--with SNDK's secondary offering last year, SEG chose not to participate and allowed their ownership in the company to drop to 23%. And last spring, they upped their ownership in Dragon Systems to 35%.

To: Ausdauer who wrote (3732)	9/17/1998 4:24:00 PM
From: Jerome Wittamer	Read Replies (1) \| Respond to of 60323

Aus, I had an interesting course today on Strategic Management. Basically when I would relate the Professor's ideas to SanDisk, SanDisk was in a losing position. The arrogance of the leader is certainly one of the main issues. The fact that Hitachi has more then catched up the gap both on the CF and MMC front proves that the less arrogant usually takes the lead. However, I am considering buying in short term because we are so close to book value. 10% in a week would suit me fine. Jerome SNDK @7 1/2