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

To: Steven J. Tomesko who wrote (4376)	1/19/1999 9:09:00 PM
From: David W. Tucker	Respond to of 60323

I think the run up is due to a great culmination of many aspects that have come together just now. And the internet play can only help us for the short term. Eli must be excited to put this recent release out now just a few days before earnings. I'm seeing good daily accumulation by large firms now. I remember when this stock trade 25000 shares daily a couple years ago. I think SNDK is a growing topic in casual conversation. It's like all the ducks are lining up at the right time. I don't think the stock is so strong that it wouldn't pull back with the rest of the market, but overall I feel strongly that this company will do very well in the future. I'm expecting a blowout report by SNDK this week. Let's see if I'm right. I think the analyst numbers are way off. The Royalty payments will show a nice jump and profits on sales will be higher than planned due to slightly higher profit margins on higher-end models of CompactFlash (all just my opinion). The stock is overvalued based on near term earnings, but certainly reasonable if you look out just a couple years. Well it's fun to be ahead of the game. dave